West Financial Advisors, LLC
Des Moines, Iowa
West Financial Advisors, LLC at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 7 advisors are listed here; 4 of 7 hold the CFP.
- Its Form ADV reports 8 employees and 305 individual clients, 167 of them high net worth.
- Its average account is about $402,000 (assets it manages divided by its 1,677 accounts).
Facts
| Based in | Des Moines, Iowa |
|---|---|
| Website | westfinancialadvisors.com |
| [email protected] | |
| Phone | (515) 284-1011 |
Questions about West Financial Advisors, LLC
How is West Financial Advisors, LLC paid?
West Financial Advisors, LLC's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does West Financial Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 7 advisors at West Financial Advisors, LLC, and 4 hold the CFP.
What is the average account at West Financial Advisors, LLC?
West Financial Advisors, LLC's average account is about $402,000. That's the assets on its Form ADV divided by its 1,677 accounts.
What does West Financial Advisors, LLC specialize in?
West Financial Advisors, LLC's advisors and website list retirement planning, equity compensation, small business owners and tax planning.
West Financial Advisors, LLC fees
West Financial Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $674 million |
| Individual clients | 138 |
| High-net-worth clients | 167 |
| Accounts managed | 1,677 |
| Employees | 8 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-109976) |
| Financial planning | Offered |
| Form ADV filed | October 12, 2026 |
| SEC record | CRD 142265 |