Firm
West Invest
Bellingham, Washington
Fee-only
West Invest at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 10 employees and 684 individual clients, 136 of them high net worth.
- Its average account is about $185,000 (assets it manages divided by its 1,642 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellingham, Washington |
|---|---|
| Website | west-invest.com |
| Phone | (360) 738-6019 |
West Invest fees
West Invest 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 | $304 million |
| Individual clients | 548 |
| High-net-worth clients | 136 |
| Accounts managed | 1,642 |
| Employees | 10 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-128653) |
| Financial planning | Offered |
| Form ADV filed | August 28, 2026 |
| SEC record | CRD 327641 |