West Financial Advisors, LLC | Financial Advisor in Des Moines ,IA

300 East Locust
Suite 150
Des Moines, IA 50309

Grow & Protect Your Wealth With Objective Advice


About

West Financial Advisors, LLC is an independent fee-only personal financial planning and registered investment advisory firm. We guide clients through a financial planning process that translates their unique values and goals for their family, lifestyle, retirement, and estate into specific action plans. We specialize in personal financial planning, ongoing investment management, and retirement plans.

Although we serve many clients residing in Story County and the greater Des Moines area, we also work with clients throughout the state of Iowa and across the country.

14 Years of Experience



General Information
No.of Employees:   2-4
Name of Custodial Firm:   Charles Schwab & Co.
States Licensed in:   IA
Number of Years with Current Firm:   4
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Mutual Funds , Annuities , Stocks , Bonds , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At your office , Via email , At my office , At your home , Via phone


Qualifications & Memberships
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Iowa Society of Certified Public Accountants


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Compensation Methods:   Based on Assets , Hourly
Fee % Based on Assets:   .40%-.75%
Hourly Rate:   $125



FAQs

  • What are your qualifications? What is your education background? Laura West is a CERTIFIED FINANCIAL PLANNER? and certified public accountant with West Financial Advisors, LLC. Laura graduated from the University of Iowa with a bachelor of business administration degree in accounting fourteen years ago. Life-long learning is an important value held by Laura and she is working on her masters in Family Financial Planning from Iowa State University.
  • What is your approach to financial planning? Laura enjoys helping people unlock their dreams and establish plans for their life goals. She believes everyone can learn how to grow & protect their wealth.
  • What services do you offer? Personal Financial Planning, Investment Portfolio Management, Company Sponsored Retirement Plans, Tax Planning & Preparation
  • Will you be the only person working with me? It depends. Laura's partner with the firm is her husband Brian West, an investment advisor representative and certified public accountant. Brian works closely with clients who utilize our Investment Portfolio Management service.
  • How much risk should I be willing to take? The amount of risk you are willing to take is based on your unique set of circumstances. Because this question is such an important aspect of money management and investing, we work with clients to determine their own risk profile based on their risk attitudes, time horizon, and personalized goals.
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Laura West, CFP

Laura West, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant, CPA

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM