Dinah Bird-Westerfield
Dinah Bird-Westerfield is a CFP-designated registered investment advisor at Keating Financial Advisory Services, based in Foster, KY, with 14 years of industry experience. Dinah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 5,285 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual program fee ranges from negotiable to 2.50% depending on the complexity of the account and the amount of assets.
Fee Estimator
Location
Foster, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Dinah is the sole owner and President of River Inc. DBA Baker-Bird Winery & Distillery. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Keating Financial Advisory Services
Previous Registrations
9258 Wealth Management, LLC
Cetera Advisors LLC
Symetra Investment Services, INC.
Ojm Group
Oak River Investment Advisors
Sei Investments Management CORP
Barclays Global Fund Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.