WEST FINANCIAL ADVISORS, L.L.C.

Overview

West Financial Advisors, L.L.C. is an independent registered investment adviser that concentrates on serving individual and family clients through a mix of financial planning, portfolio management for individuals and small businesses, and client education via newsletters and seminars. The firm’s advisory model leans heavily on public funds and exchange-traded products rather than single-stock active bets: its filings show a clear tilt toward broad-market index exposure and mutual funds as the primary vehicle for client portfolios. West Financial Advisors charges a combination of percentage-of-AUM fees and hourly planning fees, which aligns with a dual focus on ongoing asset management and standalone planning engagements. The firm received recognition from Citywire in 2020 as part of its "50 Growers Across America" list, reflecting external attention to its growth trajectory. West Financial Advisors does not identify as an active ESG investor and is structured as a Limited Liability Company owned by an individual, operating as an independent RIA rather than as part of a broker-dealer or multi-state advisory network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices