Dustin West
Dustin West is a registered investment advisor at Rfg Advisory, LLC, based in Colorado Springs, CO, with 11 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 13,845 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFG Advisory charges a fee based on a percentage of the value of your portfolio. This fee covers the Financial Advisor's services, an RFG platform fee (up to 0.50%), and potentially a strategist fee. The total fee can vary depending on the services provided and the Financial Advisor you work with. Fees are billed quarterly, in advance. Accounts under $10,000 managed through SMArtX incur an additional $10 per month platform fee.
Location
555 Middle Creek Pkwy, Colorado Springs, CO, 80921
Get directionsHistory
Regulatory History (6)
Customer Dispute
February 2024Customer Dispute
January 2024Customer Dispute
January 2024Customer Dispute
January 2024Customer Dispute
January 2024Customer Dispute
January 2024Other Business ActivitiesSells Insurance
Dustin is an agent at Triad Partners, a traditional insurance agency, since January 2024, dedicating about half of his time to traditional insurance sales. He is also the President of YOUnify Financial LLC, an LLC for tax purposes, spending a few hours per week on this activity.
Employment History
Current Registrations
Rfg Advisory, LLC
Previous Registrations
Accelerated Wealth Advisors LLC
State Registrations2 states
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.