Fee-OnlyFinder

Advisers in Des Moines, IA

15 advisers in Des Moines — 15 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (6)Flat / fixed fees (7)

All advisers

Altitude Capital Management LLC2015 Grand Avenue, Suite 100 · Des Moines, IA 50312 · (515) 207-3310 · Financial planningCRD 329366 · % of assets, Hourly charges, Fixed fees · $103.6 million AUMSEC registeredNo commissions reportedDes Moines Investments, LLC2 East Army Post Rd, Suite 2 · Des Moines, IA 50315 · (515) 777-1149 · % of assets managedCRD 146322 · % of assets · $246.0 million AUMSEC registeredNo commissions reportedDmkc Advisory Services, LLC3900 Ingersoll Avenue, Suite 300 · Des Moines, IA 50312 · (515) 221-1133 · Financial planningCRD 145112 · % of assets, Hourly charges · $902.5 million AUMSEC registeredNo commissions reportedKoios Private Family Offices, LLC415 Sw 8th Street · Des Moines, IA 50309 · (515) 422-2911 · % of assets managedCRD 338355 · % of assets · $1.5 million AUMState registeredNo commissions reportedLegacy Financial Group6000 Grand Avenue, Suite B · Des Moines, IA 50312 · (515) 255-3306 · Financial planningCRD 154927 · % of assets, Hourly charges, Other · $1.0 billion AUMSEC registeredNo commissions reportedLongenecker Financial Services6000 Grand Avenue, Suite V · Des Moines, IA 50312 · (515) 309-4431 · Financial planningCRD 321686 · % of assets · $82.1 million AUMState registeredNo commissions reportedLw Advisors, L.L.C.2404 Forest Drive, #240 · Des Moines, IA 50312 · (515) 446-2484 · Financial planningCRD 177512 · % of assets, Hourly charges, Fixed fees · $35.9 million AUMState registeredNo commissions reportedPeterson Financial Group, INC.220 Sw 9th St., Suite 230 · Des Moines, IA 50309 · (515) 226-1500 · Financial planningCRD 169519 · % of assets, Fixed fees · $299.2 million AUMSEC registeredNo commissions reportedPrincipal Advised Services655 9th Street · Des Moines, IA 50309 · (866) 412-0770 · Financial planningCRD 297324 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedPrincipal Asset Management801 Grand Ave · Des Moines, IA 50392 · (800) 787-1621 · Flat / fixed feesCRD 109002 · % of assets, Fixed fees, Performance-based fees · $427.7 billion AUMSEC registeredNo commissions reported
Principal Real Estate801 Grand Ave · Des Moines, IA 50392 · (800) 787-1621 · Flat / fixed feesCRD 109008 · % of assets, Fixed fees, Performance-based fees · $105.6 billion AUMSEC registeredNo commissions reportedPrincipal Securities, INC.711 High Street · Des Moines, IA 50392 · (888) 774-6267 · Financial planningCRD 1137 · % of assets, Hourly charges, Fixed fees · $17.0 billion AUMSEC registeredNo commissions reportedProspective Value Partners LLC309 Court Avenue, Suite 211 · Des Moines, IA 50309 · (515) 875-4928 · % of assets managedCRD 258786 · % of assets · $76.0 million AUMState registeredNo commissions reportedRia Advisory Group, LLC500 Sw 7th Street, Suite 204 · Des Moines, IA 50309 · (515) 965-8588 · % of assets managedCRD 152566 · % of assets · $568.4 million AUMSEC registeredNo commissions reportedWest Financial Advisors, L.L.C.111 East Grand, Suite 412 · Des Moines, IA 50309 · (515) 284-1011 · Financial planningCRD 142265 · % of assets, Hourly charges · $674.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Des Moines? 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.