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FMB WEALTH MANAGEMENT

Financial Advisor serving Westlake Village, California · 1 of 28 financial advisors in the area

📍 100 N. WESTLAKE BLVD., SUITE 201, WESTLAKE VILLAGE, CA 91362
📞 (805) 446-••••
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📍 100 N. WESTLAKE BLVD., SUITE 201, WESTLAKE VILLAGE, CA 91362

About FMB WEALTH MANAGEMENT

FMB WEALTH MANAGEMENT is a financial advisor located in Westlake Village, California. As a local financial advisor, they serve Westlake Village and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Westlake Village should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Westlake Village

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Westlake Village may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Westlake Village

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Westlake Village?
Financial Advisors in Westlake Village typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Westlake Village?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 28 financial advisors in Westlake Village to choose from.
Does FMB WEALTH MANAGEMENT offer free quotes?
Contact FMB WEALTH MANAGEMENT directly to ask about free estimates. You can also request a quote through ProHorizon.

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