# Dale Pfeifer

> Dale Pfeifer is a fee-only financial advisor at Westward Investment Advisory in Mission, Kansas. Dale focuses on family wealth transfer. Westward Investment Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dale-pfeifer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Westward Investment Advisory
- **Based in:** Mission, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $571.5M across 61 accounts
- **Specialties:** Family wealth transfer
- **CRD:** 2460854 (https://adviserinfo.sec.gov/individual/summary/2460854)
- **SEC registration:** Investment adviser representative in KS
- **Exams passed:** Series 63 (2014), Series 65 (2013)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.westwardinvestment.com

## Frequently asked questions

### Is Dale Pfeifer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dale holds no broker registration, and Westward Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dale charge for financial advice?

Dale's firm, Westward Investment Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Dale Pfeifer based?

Dale Pfeifer is based in Mission, Kansas.

### What does Dale specialize in?

Dale's specialties include family wealth transfer.

### Is Dale Pfeifer registered with the SEC?

Yes. Dale Pfeifer is registered as an investment adviser representative in KS (CRD 2460854), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Westward Investment Advisory manage?

Westward Investment Advisory reports $571.5M across 61 accounts in assets under management.

### How do I contact Dale Pfeifer?

Through Dale's website, www.westwardinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2460854): 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
- The firm's website (https://www.westwardinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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