Advisers in Clive, IA

4 advisers in Clive — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Flat / fixed fees (3)

All advisers

Acadia Legacy Group1820 Nw 118th Street, Ste 110 · Clive, IA 50325 · (515) 212-2112 · Financial planningCRD 291481 · % of assets, Hourly charges, Fixed fees · $133.2 million AUMSEC registeredNo commissions reported Paladin Wealth Partners13375 University Avenue, Suite 300 · Clive, IA 50325 · (515) 348-6080 · Financial planningCRD 285303 · % of assets, Hourly charges, Fixed fees · $279.8 million AUMSEC registeredNo commissions reported Weis Advisory16400 Sheridan Avenue · Clive, IA 50325 · (888) 978-2082 · Financial planningCRD 217517 · % of assets, Fixed fees · $225.6 million AUMSEC registeredNo commissions reported Woodlands Capital Management, LLC14121 Lakeview Drive · Clive, IA 50325 · (917) 664-1462 · % of assets managedCRD 202514 · % of assets, Performance-based fees · $5.7 million AUMState registeredNo commissions reported

Talking to advisers in Clive? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.