Fee-OnlyFinder

Flat / fixed fees in Des Moines, IA

7 advisers in Des Moines offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 7

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 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 reportedPrincipal 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 reported