Abel WestergaardCFP® · AIF®
Senior Wealth Advisor · Desert Ridge Capital · Phoenix, AZ
★★★★★ 4.7(73+ client reviews)
Fee
0.95%
Fee-based
Minimum
$250k
to start
Experience
18 yrs
advising clients
Response
within 1 business day
typical reply
About Abel
Abel's clients own HVAC companies, dental practices, and landscaping firms - businesses worth more than their owners' portfolios. His planning starts from that reality: the exit is the retirement plan, and everything else has to be built around de-risking it.
Eighteen years in, he has sat on the owner's side of dozens of sales.
Specialties & services
- Business-valuation-aware retirement planning
- SEP/cash-balance plan design for owners
- Succession and buy-sell funding review
Best for
Small-business owners planning an exit
Sound like you? Smart move: compare Abel against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Abel's availability alongside the alternatives — free.
Frequently asked about Abel Westergaard
What are Abel Westergaard's fees?
Abel Westergaard of Desert Ridge Capital publishes a fee of 0.95% AUM (fee-based). Fees can change and may vary by service level, so confirm directly before engaging.
What is Abel Westergaard's account minimum?
Desert Ridge Capital lists a minimum of $250k in investable assets for ongoing management. If you're below the minimum, the AdvisoryReviews matcher can route you to network advisors with no minimum.
Is Abel Westergaard a fiduciary?
Abel Westergaard operates under the fiduciary standard. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Abel work with clients outside Phoenix?
Desert Ridge Capital primarily serves clients in and around Phoenix, AZ, with in-person meetings. If you're elsewhere, the matcher can find comparable advisors who work virtually.
How do I book a call with Abel Westergaard?
Use the free AdvisoryReviews matcher to check Abel's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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