Fee-OnlyFinder

Advisers in Urbandale, IA

8 advisers in Urbandale — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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

All advisers

3g Capital LLC3621 Hillsdale Drive · Urbandale, IA 50322 · (515) 299-0992 · % of assets managedCRD 298280 · % of assets · $4.7 million AUMState registeredNo commissions reportedAo Wealth Advisory2570 106th Street, Suite a · Urbandale, IA 50322 · (515) 224-7849 · Financial planningCRD 288301 · % of assets, Hourly charges, Fixed fees · $213.2 million AUMSEC registeredNo commissions reportedIndependent Wealth Network, INC.2350 Nw 128th St · Urbandale, IA 50323 · (515) 461-5123 · Financial planningCRD 286262 · % of assets, Hourly charges, Fixed fees · $518.4 million AUMSEC registeredNo commissions reportedIntegrity Alliance, LLC4135 Nw Urbandale Dr · Urbandale, IA 50322 · (877) 886-1939 · Financial planningCRD 139627 · % of assets, Hourly charges, Fixed fees · $5.4 billion AUMSEC registeredNo commissions reportedMokosak Advisory Group, LLC2900 100th Street Suite 102 · Urbandale, IA 50322 · (515) 223-5404 · Financial planningCRD 287538 · % of assets · $413.9 million AUMSEC registeredNo commissions reportedRockway Wealth Partners15214 Ridgemont Drive · Urbandale, IA 50323 · (515) 414-7373 · Financial planningCRD 315419 · % of assets, Hourly charges, Fixed fees · $26.6 million AUMState registeredNo commissions reportedStrategic Wealth Solutions, LLC12130 Meredith Drive, Suite 210w · Urbandale, IA 50322 · (515) 443-9567 · Financial planningCRD 327745 · % of assets, Hourly charges, Fixed fees · $15.3 million AUMState registeredNo commissions reportedWilon Wealth Management2400 86th Street, Suite 32 · Urbandale, IA 50322 · (515) 225-9500 · Financial planningCRD 313185 · % of assets, Hourly charges, Fixed fees · $264.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Urbandale? 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.