Laura West
West Financial Advisors · Des Moines, Iowa
Laura West 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 AZ, IA · CRD 5236631 |
| Exams passed | Series 65 (2006) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.westfinancialadvisors.com |
How Laura'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 Laura
Is Laura West a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura 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 Laura charge for financial advice?
Laura's firm, West Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Laura West based?
Laura West is based in Des Moines, Iowa.
What credentials does Laura West hold?
Laura West holds the CFP credential.
Is Laura West registered with the SEC?
Yes. Laura West is registered as an investment adviser representative in AZ and IA (CRD 5236631), 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 Laura West?
Through Laura'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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