Firm
West Financial Planning
Cherry Valley, New York
Fee-only
West Financial Planning at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 25 individual clients.
- Its average account is about $118,000 (assets it manages divided by its 40 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Cherry Valley, New York |
|---|---|
| Website | westfinancialplanning.com |
| Phone | (607) 422-2631 |
West Financial Planning fees
West Financial Planning 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 · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 25 |
| Accounts managed | 40 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 147138 |