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West Financial Services, Inc.

McLean, Virginia

Fee-only

West Financial Services, Inc. at a glance

  • One of 305 fee-only firms based in Virginia in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 39 employees and 940 individual clients, 546 of them high net worth.
  • Its average account is about $1.0 million (assets it manages divided by its 2,766 accounts).

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

Based inMcLean, Virginia
Websitewestfinancial.com
Email[email protected]
Phone(703) 847-2500

Questions about West Financial Services, Inc.

How many advisors does West Financial Services, Inc. have in the Wellspent public graph?

The Wellspent public graph lists 1 advisor at West Financial Services, Inc..

What is the average account at West Financial Services, Inc.?

West Financial Services, Inc.'s average account is about $1.0 million. That's the assets on its Form ADV divided by its 2,766 accounts.

West Financial Services, Inc. fees

West Financial Services, Inc. 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$2.8 billion
Individual clients394
High-net-worth clients546
Accounts managed2,766
Employees39
Planning clients26-50
Registered withThe SEC (801-64834)
Financial planningOffered
Form ADV filedAugust 10, 2026
SEC recordCRD 137497

Advisors at this firm (1)

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