West Invest fees and pricing

Financial planner in Bellingham, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 28, 2026, West Invest charges a flat or project fee of $500⁠-⁠$12,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $500⁠-⁠$12,000; “We typically charge a fixed fee for financial planning services, which generally ranges between $500 and $12,000.”

Payment and refund terms, quoted from the fee section of the brochure.

“These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of NWAL's fees within five business days of signing the Investment Advisory Contract.”
“The fee is negotiable depending upon the complexity and scope of the plan, the Client’s financial situation, and the Client’s objectives.”

Its flat or project fee of $500-$12,000 spans the Washington median of $3,250. 79% of the 103 other Washington planners that publish a flat or project fee charge less.
2 of the 3 other planners in Bellingham that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 684
Employees: 10
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $304,491,157
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 327641
Website: facebook.com/westinvestllc (opens in new tab)
Phone: (360) 738-6019

Is something on this page wrong or out of date?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.