Dawna Westberg-Welch
Four Rivers Financial · Columbia, Missouri
Dawna Westberg-Welch is a fee-only financial advisor at Four Rivers Financial in Columbia, Missouri. Dawna focuses on retirement planning. Four Rivers Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Four Rivers Financial |
|---|---|
| Based in | Columbia, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $904.0M across 4,725 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 5730451 |
| Exams passed | Series 63 (2009) · Series 65 (2011) |
| Firm size | 18 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.four-riversfinancial.com |
How Dawna's firm compares
- Four Rivers Financial's average account is about $191,000, from its Form ADV (assets managed divided by 4,725 accounts).
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Questions about Dawna
Is Dawna Westberg-Welch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dawna holds no broker registration, and Four Rivers Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dawna charge for financial advice?
Dawna's firm, Four Rivers Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dawna Westberg-Welch based?
Dawna Westberg-Welch is based in Columbia, Missouri.
What does Dawna specialize in?
Dawna's specialties include retirement planning.
Is Dawna Westberg-Welch registered with the SEC?
Yes. Dawna Westberg-Welch is registered as an investment adviser representative in AZ and TX (CRD 5730451), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Four Rivers Financial manage?
Four Rivers Financial reports $904.0M across 4,725 accounts in assets under management.
How do I contact Dawna Westberg-Welch?
Through Dawna's website, www.four-riversfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Columbia
Other advisors in Missouri who focus on retirement planning
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
- Four Rivers Financial 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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