West Financial Planning

Overview

West Financial Planning operates as a single-advisor independent registered investment adviser serving individuals, families and small businesses. The firm’s practice centers on financial planning and portfolio management, delivered under a mix of AUM-based fees and fixed fees. Portfolios are managed on a primarily non-discretionary basis, which means clients retain decision authority while the advisor provides implementation guidance and ongoing oversight. Investment approach is equity-oriented: the adviser shows a clear preference for exchange-traded equities as the core building block of client portfolios. The firm does not position itself as an ESG-focused investor and does not operate as a multistate or institutional pension consultant. West Financial Planning is structured as a sole proprietorship and is oriented toward straightforward wealth management and planning needs rather than large-scale capital allocation or institutional strategies.

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Public Holdings

Investments & Alternatives

Location & Offices