Kristan Anderson
West Financial Services, Inc. · McLean, Virginia
Kristan Anderson is a fee-only financial advisor at West Financial Services, Inc. in McLean, Virginia, who holds the CEBS, CFP and CPWA credentials. West Financial Services, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | West Financial Services, Inc. |
|---|---|
| Based in | McLean, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.84B across 2,766 accounts |
| Credentials | CEBS · CFP · CPWA |
| SEC registration | Investment adviser representative in VA · CRD 1981493 |
| Exams passed | Series 65 (1999) |
| Firm size | 39 employees |
| Disclosures | None reported |
| Website | westfinancial.com |
| Profile |
How Kristan's firm compares
- West Financial Services, Inc.'s average account is about $1.0 million, from its Form ADV (assets managed divided by 2,766 accounts).
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Questions about Kristan
Is Kristan Anderson a fee-only financial advisor?
Yes. Kristan Anderson 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 Kristan's firm.
How does Kristan charge for financial advice?
Kristan's firm, West Financial Services, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kristan Anderson based?
Kristan Anderson is based in McLean, Virginia.
What credentials does Kristan Anderson hold?
Kristan Anderson holds the CEBS, CFP and CPWA credentials.
Is Kristan Anderson registered with the SEC?
Yes. Kristan Anderson is registered as an investment adviser representative in VA (CRD 1981493), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does West Financial Services, Inc. manage?
West Financial Services, Inc. reports $2.84B across 2,766 accounts in assets under management.
How do I contact Kristan Anderson?
Through Kristan's website, westfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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