Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > california > westlake village

Find The Best Financial Advisors in Westlake Village, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Westlake Village is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Westlake Village & pick the one as per your needs

How To Find The Best Financial Advisors in Westlake Village , California
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Westlake Village, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 16 vetted financial advisors and 23 non-vetted financial advisors in Westlake Village, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Westlake Village, California have an average of 24 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Westlake Village , California

Ira Zito

Financial Peak

818-639-9278

Address

30700 Russell Ranch Rd,
Suite 250,
Westlake Village, CA 91362 See Details

Alano Massi

Palm Capital Management

805-727-2700

Address

23622 Calabasas Road, Suite 102,
Calabasas, CA 91302 See Details

Dash Investments

469-915-4786

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Pure Financial Advisors, LLC

818-805-5500

Address

6320 Canoga Ave #920,
Woodland Hills, CA 91367 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

X Advisors, LLC

661-505-6311

Address

6345 Balboa Blvd,
Building 1, Suite 100,
Encino, CA 91406 See Details

Andrew Eddy

Eddy Financial, LLC

310-451-3339

Address

100 Wilshire Blvd,
Suite 700,
Santa Monica, CA 90401 See Details

Michael DeSantis

Farther Finance LLC

310-742-9633

Address

24049 Stratus Street,
Santa Clarita, CA 91350 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1960 E Grand Avenue,
Suite 710,
El Segundo, CA 90245 See Details

Frank Ro

Stratos Weath Partners

310-594-5952

Address

29 Montecillo Dr,
Palos Verdes Peninsula, CA 90274 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

225 South Lake Avenue,
Suite 1185,
Pasadena, CA 91101 See Details

Mission Wealth Management, LP

805-882-2360

Address

1111 Chapala St.,
3rd Floor,
Santa Barbara, CA 93101 See Details

Jarret Rodriguez-Conklin

Homestead Wealth Management

909-667-0587

Address

413 East Foothill Boulevard, Suite 100,
San Dimas, CA 91773 See Details

Trilogy Financial

844-356-4934

Address

2601 Main Street,
Suite 100,
Irvine, CA 92614 See Details

Top Financial Advisor Firms in Westlake Village, California(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
PNMAC CAPITAL MANAGEMENT, LLC 3043 Townsgate Road, Westlake Village, CA, 91361-3027	147101	$13,113,887,000	1	A percentage of AUM, Performance Based
ONE CAPITAL MANAGEMENT, LLC 3075 Townsgate Road, Suite 350 Westlake Village, CA, 91361	114861	$6,142,732,131	7115	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
WHITMAN/PETERSON, LLC 3075 Townsgate Road, Suite 210 Westlake Village, CA, 91361	296087	$1,701,555,172	6	A percentage of AUM, Performance Based
MANCHESTER FINANCIAL INC 2815 Townsgate Road, Suite 100 Westlake Village, CA, 91361	106071	$854,587,885	2304	A percentage of AUM, Hourly charges, Commission Based, Performance Based
ALTERI WEALTH 4195 East Thousand Oaks Blvd., Suite 250 Westlake Village, CA, 91362	331100	$771,265,644	1079	A percentage of AUM
THE WEALTH COLLABORATIVE, INC. 30699 Russell Ranch Road, Suite 185 Westlake Village, CA, 91362	142618	$669,933,514	499	A percentage of AUM, Fixed fees
ALLIANCE ADVISORY & SECURITIES, LLC 31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361	18835	$608,366,297	2604	A percentage of AUM, Hourly charges, Fixed fees
CRUDEN BAY INVESTMENT MANAGEMENT, LLC 2945 Townsgate Road, Suite 200 Westlake Village, CA, 91361	284787	$460,880,549	120	A percentage of AUM
FMB WEALTH MANAGEMENT 100 N. Westlake Blvd., Suite 201, Westlake Village, CA, 91362	122309	$451,712,421	794	A percentage of AUM
OAK ASSET MANAGEMENT, LLC 2535 Townsgate Road, Suite 300 Westlake Village, CA, 91361	287856	$383,244,730	741	A percentage of AUM
ZEPHYR WEALTH MANAGEMENT 3625 E. Thousand Oaks Blvd., Suite 145 Westlake Village, CA, 91362	166303	$341,481,024	654	A percentage of AUM, Hourly charges
SHERWOOD FINANCIAL PARTNERS, LLC 2475 Townsgate Road, Suite 210 Westlake Village, CA, 91361	301329	$291,577,855	173	A percentage of AUM, Hourly charges
NBS FINANCIAL SERVICES, INC. 340 N Westlake Blvd, Ste 112 Westlake Village, CA, 91362	110600	$248,283,334	402	A percentage of AUM, Hourly charges, Fixed fees
CALABASAS ADVISORY GROUP, LLC 32107 Lindero Canyon Rd., Suite 133 Westlake Village, CA, 91361	288224	$240,549,000	1215	A percentage of AUM
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC 2625 Townsgate Road, Suite 330 Westlake Village, CA, 91361	324173	$237,547,719	703	A percentage of AUM, Hourly charges, Fixed fees

Select other cities around Westlake Village, California to broaden your search for a financial advisor

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Westlake Village, California

How To Find The Best Financial Advisors in Westlake Village , CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Westlake Village , California

Financial Peak

Address

Palm Capital Management

Address

Address

Address

Address

Address

Eddy Financial, LLC

Address

Farther Finance LLC

Address

Address

Stratos Weath Partners

Address

Address

Address

Homestead Wealth Management

Address

Address

Top Financial Advisor Firms in Westlake Village, California(Ranked by AUM)

Select other cities around Westlake Village, California to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Westlake Village , California
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy