Clarity.
Fee-only financial planning and investment management for professionals, executives, and families across Los Angeles.
- Adviser
- Gustaf Rounick, CFP®, ChFC®
- Fee
- 1.15% falling to 0.30%, published in full
- Minimum
- $400,000 per household
- Office
- Venice, California. Meetings in Santa Monica.
Does any of this sound like you?
- Your company is going public, or just did, and most of your net worth sits in one stock you are not yet free to sell.
- You are somewhere inside ten years of stopping work and want to know whether the number actually holds, and what to do between now and then.
- RSUs vest every quarter and you are not sure whether to hold them, sell them, or how much tax is really owed.
- A business sale, a deferred-compensation payout or an inheritance has landed, and it is sitting in cash while you decide what it is for.
- You hold incentive stock options and have heard the phrase “alternative minimum tax” without anyone explaining what it means for you.
- You founded or joined early, a sale is in view, and QSBS could save you a great deal of tax if the details are right.
- You want one person who knows your whole picture and will still be there in ten years.
If two or more of these are true, a 15-minute conversation is a reasonable next step.
Book a 15-minute callThe fee, in full.
One annual fee, charged tier by tier, so the rate falls as your household grows. Planning is included. No commissions, no product sales, no referral payments.
1.15%
On the first $500,000
0.95%
$500,000 to $1 million
0.80%
$1 million to $5 million
0.55%
$5 million to $10 million
0.30%
Above $10 million
$400,000 household minimum
0.90% blended at $2.5 million
$0 in commissions, product fees or referral payments
Full schedule and worked examples
One adviser. One practice. One long conversation.
I founded Westlight Wealth so that the advice you receive does not depend on which product pays the firm well that quarter. Every client works with me directly. Not a team, not a junior, not a handoff.
Gustaf Rounick, CFP®, ChFC® Founder and only adviser
Questions people ask before they call
Does Westlight Wealth offer fee-only financial planning and investment management in Los Angeles?
Yes. Westlight Wealth is a fee-only, fiduciary practice in Venice and Santa Monica, California, serving professionals, executives, and families across Los Angeles. Investment management and a written plan come together, from one adviser, for one published fee. Common situations include equity compensation, a retirement now inside ten years, and money that has arrived all at once.
Who is the adviser at Westlight Wealth?
Gustaf Rounick, CFP®, ChFC®, founded Westlight Wealth and is its only adviser. He writes the plan, manages the portfolio, and takes the calls. His credentials are issued by CFP Board and The American College of Financial Services, and his registration is public on IAPD under CRD 7778645.
What does Westlight Wealth charge?
One annual advisory fee, tiered from 1.15% to 0.30% of assets under management, published in full on the Services & Fees page and in Form ADV Part 2A. Financial planning is included; nothing is sold separately. No commissions, no product sales, no referral payments. The household minimum is $400,000.
What is the minimum to work with Westlight Wealth, and does it do one-time plans?
The minimum is $400,000 per household. Westlight only takes ongoing engagements: a portfolio managed and a plan maintained together, reviewed every year. It does not offer one-time plans or hourly advice. If a one-time plan is the right fit, Gustaf will say so on the first call and point you to someone suited to it.
Where is Westlight Wealth located, and who does it serve?
The registered office is in Venice, California, 90291. Client meetings are held by appointment at 100 Wilshire Blvd, Suite 700, in Santa Monica. Clients live and work across Los Angeles, most of them on the Westside. The firm is registered with the California Department of Financial Protection and Innovation.
Is Westlight Wealth a fiduciary, and how is it registered?
Yes. Westlight Wealth is the trade name of Rounick Capital Management, LLC, an investment adviser registered with the California Department of Financial Protection and Innovation, CRD 327385. As a fee-only fiduciary it is paid only by clients, never by product providers. Registration does not imply a certain level of skill or training.
Where are client assets held?
All Westlight clients hold their accounts at Interactive Brokers, in their own name; Westlight requires this custodian and never takes custody itself. Clients see every holding and every fee on their own statements. Form ADV Part 2A, Items 10 and 12, describe the custodian relationship in full.
How does a first conversation with Westlight Wealth work?
A complimentary 15-minute call, with no preparation and nothing to buy. You describe your situation; Gustaf asks a few questions and says plainly whether the practice is a fit. If it is, the next step is an ongoing engagement. If not, you leave with a referral and a clear next step.
Ready for a clearer financial picture?
A complimentary 15-minute call. No pitch, no prep, no pressure. A conversation about where you are and where you want to go.
- We talk for 15 minutes.You share what’s on your mind. I listen, ask a few questions, and we see if there’s a fit.
- You get a clear next step.If there’s a fit, we’ll talk about what an ongoing relationship looks like. If not, I’ll point you toward someone better suited. Either way, you leave with clarity.
- No obligation, ever.Fee-only means no commissions and no product sales. You won’t be sold anything.