Abby Belvin
West Financial Advisors · Des Moines, Iowa
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.
Request an introduction to Abby →
Facts
| Firm | West Financial Advisors |
|---|---|
| Based in | Des Moines, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $674.2M across 1,677 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA · CRD 6835588 |
| Exams passed | Series 63 (2018) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.westfinancialadvisors.com |
How Abby's firm compares
- West Financial Advisors's average account is about $402,000, from its Form ADV (assets managed divided by 1,677 accounts).
Request an introduction to Abby
Tell Abby a little about what you're looking for. Abby isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Abby
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.