David Zolt is a CFP-designated registered investment advisor at Westlake Advisors, based in Lakewood, OH, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Westlake Advisors offers an Open Retainer for a fixed annual fee, ranging from $3,000 to $30,000 in the initial year and $2,000 to $30,000 in renewal years. This includes scheduled meetings and consultations covering various financial planning topics. Fees are based on your income, assets, and the complexity of your financial situation.
Westlake Advisors offers a Project Retainer for clients with limited concerns, focusing on specific areas like goal setting, tax planning, or investment review. The fee depends on the scope of services requested. WA also provides services under an Hourly Retainer at $250 per hour for specific project requests.
Location
Lakewood, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Westlake Advisors
State Registrations1 state
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