Amy Deever
West Financial Advisors · Des Moines, Iowa
Amy Deever is a fee-only financial advisor at West Financial Advisors in Des Moines, Iowa. West Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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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 |
| SEC registration | Investment adviser representative in IA · CRD 7462246 |
| Exams passed | Series 66 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.westfinancialadvisors.com |
How Amy's firm compares
- West Financial Advisors's average account is about $402,000, from its Form ADV (assets managed divided by 1,677 accounts).
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Questions about Amy
Is Amy Deever a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy 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 Amy charge for financial advice?
Amy's firm, West Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Amy Deever based?
Amy Deever is based in Des Moines, Iowa.
Is Amy Deever registered with the SEC?
Yes. Amy Deever is registered as an investment adviser representative in IA (CRD 7462246), 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 Amy Deever?
Through Amy'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.
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