ONE CAPITAL MANAGEMENT, LLC
Westlake Village, CA
AUM
$8.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
55 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
805.409.8150
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA, WESTLAKE VILLAGE
18 advisers found
MANCHESTER FINANCIAL INC
Westlake Village, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
805-495-4405
ALLIANCE ADVISORY & SECURITIES, LLC
Westlake Village, CA
AUM
$687.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-371-8020
ALTERI WEALTH
Westlake Village, CA
AUM
$566.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
805-809-0400
OAK ASSET MANAGEMENT, LLC
Westlake Village, CA
AUM
$413.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(805) 778-0818
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
Westlake Village, CA
AUM
$342.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
626-689-7181
WINTERS FINANCIAL GROUP, INC.
Westlake Village, CA
AUM
$252.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-497-1717
FISCHER INVESTMENT STRATEGIES, LLC
Westlake Village, CA
AUM
$251.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-418-7686
ZEPHYR WEALTH MANAGEMENT
Westlake Village, CA
AUM
$242.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(805) 496-6810
TOTAL WEALTH SERVICES, LLC
Westlake Village, CA
AUM
$186.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
818-309-3071
GUILD INVESTMENT MANAGEMENT, INC.
Westlake Village, CA
AUM
$185.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Subscription fees
310-826-8600
CLASSIC FINANCIAL
Westlake Village, CA
AUM
$151.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
805-230-2430
FMB RETIREMENT SERVICES
Westlake Village, CA
AUM
$146.2M
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
805-446-4494
STRAVA FINANCIAL, LLC
Westlake Village, CA
AUM
$92.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-277-7298
INFLECTION RETIREMENT SERVICES
Westlake Village, CA
AUM
$62.0M
Wealth MgmtRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
424-410-8410
MD WEALTH PARTNERS, INC
Westlake Village, CA
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
805-230-1908
SANTA CRUZ WEALTH MANAGEMENT INC.
Westlake Village, CA
AUM
$3.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-501-0864
LONE PEAK ASSET MANAGEMENT, INC.
Westlake Village, CA
AUM
$19.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
800-449-2420
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