# West Financial Planning

West Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 147138
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147138

## About

WEST FINANCIAL PLANNING is a state-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services

## Questions

### What services does West Financial Planning offer?

West Financial Planning provides financial planning and wealth management services, including retirement planning, investment management, tax planning, and estate planning. As an RIA, it delivers these services under a fiduciary standard.

### Is West Financial Planning a fiduciary?

Yes. As a registered investment advisor (RIA), West Financial Planning is legally required to act as a fiduciary, meaning it must prioritize client interests over its own when providing investment advice.

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Last updated: 2026-06-03T20:00:00.000Z

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