Emilee Derifield
West Financial Advisors · Des Moines, Iowa
Emilee Derifield is a fee-only financial advisor at West Financial Advisors in Des Moines, Iowa, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA · CRD 6726678 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.westfinancialadvisors.com |
How Emilee'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 Emilee
Is Emilee Derifield a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emilee 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 Emilee charge for financial advice?
Emilee's firm, West Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Emilee Derifield based?
Emilee Derifield is based in Des Moines, Iowa.
What credentials does Emilee Derifield hold?
Emilee Derifield holds the CFP credential.
Is Emilee Derifield registered with the SEC?
Yes. Emilee Derifield is registered as an investment adviser representative in IA (CRD 6726678), 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 Emilee Derifield?
Through Emilee'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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