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They include 214 high-net-worth individuals, 200 individual clients, and 8 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Westhill Financial Advisors offer?","answer":"Westhill Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, business succession planning, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Westhill Financial Advisors charge?","answer":"Westhill Financial Advisors charges 0.30%–1.35% a year for its Investment Management. Each asset band is charged at its own rate. The fee is billed in advance and requires an account of at least $1,000,000.","source":"WESTHILL FINANCIAL FORM ADV PART 2A, filed 11 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Westhill Financial Advisors use?","answer":"Westhill Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $784M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Westhill Financial Advisors have?","answer":"Westhill Financial Advisors has 6 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Westhill Financial Advisors invest in?","answer":"At the end of its last fiscal year, Westhill Financial Advisors’ separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 9% exchange-traded equities and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Westhill Financial Advisors have a minimum investment?","answer":"Yes, Westhill Financial Advisors’ minimum account size for its Investment Management is $1M.","source":"WESTHILL FINANCIAL FORM ADV PART 2A, filed 11 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Westhill Financial Advisors?","answer":"Westhill Financial Advisors is owned through trusts by Matthew Taddei and Kirk Ludwig. Its direct owners are the Matthew F Taddei Trust U/T/A Dated 9/17/15, the Matthew F Taddei Trust U/T/A, Kirk M Ludwig and Nancy Leung Trust U/T/A Dated 9/21/06, Kirk M Ludwig and Nancy Leung, the Hyland Family Trust U/T/A Dated 1/30/23, and the Hyland Family Trust U/T/A Dated, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 11 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Westhill Financial Advisors get paid?","answer":"Westhill Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Westhill Financial Advisors registered with the SEC?","answer":"Yes, Westhill Financial Advisors has been registered with the SEC as an investment adviser since 21 January 2010. Its CRD number is 152506 and its SEC file number is 801-71005.","source":"Form ADV Part 1A, Item 1, filed 11 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Westhill Financial Advisors?","answer":"Westhill Financial Advisors’ main office is at 999 Fifth Ave., Suite 300, San Rafael, CA 94901. Its phone number is 415-456-2292. 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