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West Financial Advisors, L.L.C.

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Client assets under management

$647,186,950

Clients

305

55% high-net-worth

Advisors

7

of 8 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

44

Low

Average account size

$2,121,924

About

West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically working with households whose portfolios the firm manages at $1 million or more (the firm may waive this minimum in certain cases). Services include discretionary and non-discretionary portfolio management, written investment policy statements, financial planning, and tax preparation offered under separate engagement agreements.

The firm’s investment approach emphasizes long-term strategies and broad diversification across asset classes, with investment recommendations informed by charting, fundamental and technical analysis and third‑party research. Discretionary portfolios are reviewed at least monthly, clients receive quarterly performance reports, and planning considerations explicitly include liquidity, tax strategies, legal restrictions and time horizon.

Compared with many team firms, West Financial Advisors publishes periodic newsletters, maintains a blog, and conducts educational seminars and workshops for clients — practices that are relatively uncommon among peers. The firm’s staff hold a range of professional credentials (including CFP®, CPA, CFA and estate- and retirement-planning designations), and it provides retirement-plan advisory services alongside individual wealth management and tax-preparation offerings.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Retirement income strategy General tax planning General estate planning guidance Cash flow / budgeting Wealth management

Demographic focus

HENRY (High Earners, Not Rich Yet) Established Professionals

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Fee options

Percentage

$0 - $1,000,000: 0.85% (or flat fee of $8,500 instead) $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $6,000,000: 0.50% $6,000,001+: 0.30%

Other

Account minimum: $1,000,000 Minimum fee: Flat fee of $8,500 instead of 0.85% for accounts under $1,000,000 Fee-only: Fee-only, no commissions received from third parties; fees separate from mutual fund and ETF expenses

Main office location

West Financial Advisors, L.L.C.

111 East Grand, Suite 412

Des Moines IA 50309, United States

Number of offices

2

Most active in

Arizona · California · Florida · Illinois · Iowa · Minnesota · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brian W

Series 65

Des Moines, IA

West Financial Advisors, L.L.C.

Brian West is a financial advisor at West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 65 designation with 17 years of industry experience. He has been with West Financial Advisors since 2008. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically managing portfolios of $1 million or more. The firm emphasizes long-term, diversified investment strategies supported by fundamental and technical analysis, and offers discretionary and non-discretionary portfolio management, financial planning, and tax preparation services.

Retirement income strategy General tax planning General estate planning guidance Cash flow / budgeting Wealth management HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Austin H

Series 65

Des Moines, IA

West Financial Advisors, L.L.C.

Austin Harris is a financial advisor at West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 65 designation. He has prior work experience in various roles at Sonora Quest Laboratories, Hach Chemical Company, Heska Corporation, Clinical Pathology Laboratories, and the University of Iowa, spanning from 2016 to 2025. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on long-term investment strategies and broad diversification. The firm provides discretionary and non-discretionary portfolio management, financial planning, and tax preparation, and offers educational seminars and newsletters to clients.

Retirement income strategy General tax planning General estate planning guidance Cash flow / budgeting Wealth management HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Emilee D

CFP®

Des Moines, IA

West Financial Advisors, L.L.C.

Emilee Derifield is a CFP® professional with seven years of experience in financial advisory roles, currently with West Financial Advisors, L.L.C. in Des Moines, IA. Her prior roles include positions at Gilbert & Cook, Inc., Vision Financial Group, and AO Wealth Advisory. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on portfolios typically valued at $1 million or more. The firm emphasizes long-term investment strategies and broad diversification, offering portfolio management, financial planning, and tax preparation services.

Retirement income strategy General tax planning General estate planning guidance Cash flow / budgeting Wealth management HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Jeanna N

CFP®, Series 65

Des Moines, IA

West Financial Advisors, L.L.C.

Jeanna Nation is a CFP® with eight years of industry experience, currently serving as an advisor at West Financial Advisors, L.L.C. in Des Moines, Iowa, where she has worked since 2017. Prior to this, she was affiliated with Iowa State University for eight years. She is also a partner in Rare Breed Kettlebell, a fitness business she co-founded with her spouse. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on long-term investment strategies and broad diversification. The firm offers portfolio management, financial planning, and tax preparation services, supported by a team holding multiple professional credentials.

Retirement income strategy General tax planning General estate planning guidance Cash flow / budgeting Wealth management HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Abby B

CFP®, Series 63

Des Moines, IA

West Financial Advisors, L.L.C.

Abby Belvin is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at West Financial Advisors, L.L.C. in Des Moines, IA. Her prior experience includes roles at Vision Financial Group and Voya Financial Advisors. Outside of her advisory role, she is involved as a sales associate at the Heart of Iowa Marketplace, where she creates gift baskets and handles merchandise stocking. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on portfolios generally valued at $1 million or more. The firm employs a long-term, diversified investment approach supported by various analytical methods and offers a range of services including portfolio management, financial planning, and tax preparation.

Retirement income strategy General tax planning General estate planning guidance Cash flow / budgeting Wealth management HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Laura W

CFP®, Series 65

Des Moines, IA

West Financial Advisors, L.L.C.

Laura West is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with West Financial Advisors, L.L.C. since 2006. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically managing portfolios of $1 million or more. The firm emphasizes long-term strategies and broad diversification, using fundamental and technical analysis along with third-party research, and offers a range of services including portfolio management, financial planning, and tax preparation.

Retirement income strategy General tax planning General estate planning guidance Cash flow / budgeting Wealth management HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Amy D

Series 66

Des Moines, IA

West Financial Advisors, L.L.C.

Amy Deever is a Series 66-licensed financial advisor at West Financial Advisors, L.L.C. in Des Moines, Iowa, with three years of industry experience. Her prior roles include positions at Morgan Stanley and Eide Bailly LLP. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically managing portfolios of $1 million or more. The firm emphasizes long-term, diversified investment strategies supported by multiple analytical approaches and offers a range of services including portfolio management, financial planning, and tax preparation.

Retirement income strategy General tax planning General estate planning guidance Cash flow / budgeting Wealth management HENRY (High Earners, Not Rich Yet) Established Professionals
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