Fee-OnlyFinder

Financial planning in Clive, IA

3 advisers in Clive offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 3

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 reportedPaladin 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 reportedWeis Advisory16400 Sheridan Avenue · Clive, IA 50325 · (888) 978-2082 · Financial planningCRD 217517 · % of assets, Fixed fees · $225.6 million AUMSEC registeredNo commissions reported