Dale Pfeifer
Westward Investment Advisory · Mission, Kansas
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.
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Specialties
Facts
| Firm | Westward Investment Advisory |
|---|---|
| Based in | Mission, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $571.5M across 61 accounts |
| SEC registration | Investment adviser representative in KS · CRD 2460854 |
| Exams passed | Series 63 (2014) · Series 65 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.westwardinvestment.com |
How Dale's firm compares
- Westward Investment Advisory's average account is about $9.4 million, from its Form ADV (assets managed divided by 61 accounts).
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Questions about Dale
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mission
Other advisors in Kansas who focus on family wealth transfer
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
- Westward Investment Advisory website : specialties, clients served, and fees, checked October 30, 2026
- 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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