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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 13 more. Their firm serves 17,410 clients with $8B 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 | 2.35% |
Fees are negotiated between the client and the financial advisor up to a maximum of 2.35%, which includes an RFG platform fee of up to 0.50%.
Fee Estimator
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.
Exams
More Advisors
- Raymond Hart, CFPRfg Advisory, LLC
- Michael Hartman, CFPRfg Advisory, LLC
- Susan Auer, CFPRfg Advisory, LLC
- Mackenzie Bekeza, CFPRfg Advisory, LLC
- Chris AbeytaRfg Advisory, LLC
- Glenn Grosh, CFPLPL Financial LLC