Daniel West
West Financial Planning · Cherry Valley, New York
Daniel West is a fee-only financial advisor at West Financial Planning in Cherry Valley, New York, who holds the CFP credential. West Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Daniel →
Facts
| Firm | West Financial Planning |
|---|---|
| Based in | Cherry Valley, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $4.7M across 40 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5523843 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.westfinancialplanning.com |
| Profile |
How Daniel's firm compares
- West Financial Planning's average account is about $118,000, from its Form ADV (assets managed divided by 40 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel 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 Daniel
Is Daniel West a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and West Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, West Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel West based?
Daniel West is based in Cherry Valley, New York.
What credentials does Daniel West hold?
Daniel West holds the CFP credential.
Is Daniel West registered with the SEC?
Yes. Daniel West is registered as an investment adviser representative in NY (CRD 5523843), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does West Financial Planning manage?
West Financial Planning reports $4.7M across 40 accounts in assets under management.
How do I contact Daniel West?
Through Daniel's website, www.westfinancialplanning.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.