West Financial Services, Inc. fees
Financial planner in McLean, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 10, 2026, West Financial Services, Inc. (McLean, VA) charges $250 an hour and a monthly fee of $125 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change.
- Hourly rate
- $250/hr
Matches the McLean median of $250; 2 of the 7 other planners in McLean that publish an hourly rate charge less. Below the Virginia median of $300; 30% of the 132 other planners in Virginia charge less.
“WFS provides Financial Planning Services on an hourly basis at a rate of $250.00 per hour, for a fixed fee, or as otherwise negotiated and specified in the applicable client’s Financial Planning Services engagement agreement.”
- Monthly fee
- $125/mo
“WFS provides the Foundational Planning services for a fixed subscription fee of $125.00 per month.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 39 employees
- Registered since
- 2005 (21 years)
About West Financial Services, Inc.
- Founded: 1982 (44 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 940
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $2.8 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of August 10, 2026
- CRD number
- 137497 (opens in new tab)
- Phone
- (703) 847-2500
Registered or notice filed in 23 states and DC: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, DC
Other planners in McLean that publish fees
- Alexander Randolph Advisory IncMcLeanHourly $300-$750/hr
- B&L Wealth Group, LLCMcLeanHourly $250/hr, Flat $2,000-$10,000
- BlueSail Advisors LLCMcLeanAnnual $1,500-$6,000/yr
- Chatham Wealth Management. LLCMcLeanHourly $250/hr, Monthly $295-$795/mo
- AB Financial Planning and Investments, LLCMcLeanHourly up to $500/hr, Flat up to $5,000
- Alpha Financial Advisors, LLCMcLeanHourly from $250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.