# Jeanna Nation

> Jeanna Nation is a fee-only financial advisor at West Financial Advisors, LLC in Des Moines, Iowa, who holds the CFP, CPA/PFS and RICP credentials. Jeanna focuses on retirement planning, equity compensation and small business owners. West Financial Advisors, LLC reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeanna-nation/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** West Financial Advisors, LLC
- **Based in:** Des Moines, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $674.2M across 1,677 accounts
- **Credentials:** CFP, CPA/PFS, RICP
- **Specialties:** Retirement planning, Equity compensation, Small business owners, Tax planning
- **Works with:** Executives, Retirees, Founders
- **CRD:** 6798482 (https://adviserinfo.sec.gov/individual/summary/6798482)
- **SEC registration:** Investment adviser representative in IA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://westfinancialadvisors.com

## Frequently asked questions

### Is Jeanna Nation a fee-only financial advisor?

Yes. Jeanna Nation is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeanna's firm.

### How does Jeanna Nation charge for financial advice?

Jeanna's firm, West Financial Advisors, LLC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jeanna Nation based?

Jeanna Nation is based in Des Moines, Iowa.

### What does Jeanna Nation specialize in?

Jeanna Nation's specialties include retirement planning, equity compensation, small business owners and tax planning. Jeanna works with executives, retirees and founders.

### What credentials does Jeanna Nation hold?

Jeanna Nation holds the CFP, CPA/PFS and RICP credentials.

### Is Jeanna Nation registered with the SEC?

Yes. Jeanna Nation is registered as an investment adviser representative in IA (CRD 6798482), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does West Financial Advisors, LLC manage?

West Financial Advisors, LLC reports $674.2M across 1,677 accounts in assets under management.

### How do I contact Jeanna Nation?

Through Jeanna Nation's website, westfinancialadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6454): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.westwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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