Westside Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,153,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
7
71% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$593,286
About
Westside Financial Advisors serves individual and high‑net‑worth clients as well as corporations and other businesses. The firm provides discretionary investment management—frequently implemented through a recommended third‑party manager—and offers both hourly and ongoing comprehensive financial planning; as of December 2025 it managed roughly $6.24 million for a small group of clients.
The firm primarily practices passive investment management using index mutual funds and ETFs, complemented by fundamental and technical analysis, and may delegate portfolio implementation to an outside manager (Buckingham Strategic Partners is the sole recommended TAMP). Westside typically operates with discretionary authority, conducts periodic account reviews, and relies on custodian statements for client reporting rather than producing separate written account reports.
A distinguishing feature is that the firm’s principal is a licensed certified public accountant and holds advanced financial planning credentials, and the adviser sometimes offers accounting or tax‑related services outside the advisory business; that affiliation and the potential for related conflicts are disclosed in the brochure. The firm also emphasizes business planning and employee‑benefit optimization as part of comprehensive planning, reflecting closer coordination between investment advice and clients’ tax or business issues than is typical for similarly sized supported firms.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Approaching retirement
Fee options
$1 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.65%
$250 per hour with a minimum of four hours per engagement, negotiable in certain cases
Ongoing Comprehensive Financial Planning: $2,500 - $25,000 annually, paid monthly or quarterly, negotiable in certain cases
Account minimum: $250,000 (may be waived at the firm’s discretion) Fee-only: Ongoing Comprehensive Financial Planning: $2,500 - $25,000 annually, paid monthly or quarterly, fees based on complexity and needs, negotiable in certain cases; Hourly Financial Planning Services: $250 per hour with a minimum of four hours per engagement, negotiable in certain cases
Main office location
Westside Financial Advisors LLC
814 South Westgate Ave, Suite 270
Los Angeles CA 90049, United States
Number of offices
1
Most active in
Westside Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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