# Abby Belvin

> Abby Belvin is a fee-only financial advisor at West Financial Advisors in Des Moines, Iowa, who holds the CFP credential. West Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/abby-belvin/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** West Financial Advisors
- **Based in:** Des Moines, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $674.2M across 1,677 accounts
- **Credentials:** CFP
- **CRD:** 6835588 (https://adviserinfo.sec.gov/individual/summary/6835588)
- **SEC registration:** Investment adviser representative in IA
- **Exams passed:** Series 63 (2018)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.westfinancialadvisors.com

## Frequently asked questions

### Is Abby Belvin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Abby holds no broker registration, and West Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Abby charge for financial advice?

Abby's firm, West Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Abby Belvin based?

Abby Belvin is based in Des Moines, Iowa.

### What credentials does Abby Belvin hold?

Abby Belvin holds the CFP credential.

### Is Abby Belvin registered with the SEC?

Yes. Abby Belvin is registered as an investment adviser representative in IA (CRD 6835588), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does West Financial Advisors manage?

West Financial Advisors reports $674.2M across 1,677 accounts in assets under management.

### How do I contact Abby Belvin?

Through Abby's website, www.westfinancialadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6835588): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.