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Advisers in West Des Moines, IA

19 advisers in West Des Moines — 19 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (18)Hourly fees (15)Flat / fixed fees (14)% of assets managed (18)Retirement plan consulting (5)

All advisers

Ballast Capital Advisors, LLC1200 Office Plaza Drive · West Des Moines, IA 50266 · (844) 331-4662 · Financial planningCRD 282369 · % of assets, Fixed fees · $328.7 million AUMSEC registeredNo commissions reportedBoyle Capital1230 Office Plaza Drive · West Des Moines, IA 50266 · (515) 327-1870 · Financial planningCRD 132416 · % of assets, Hourly charges, Performance-based fees · $342.0 million AUMSEC registeredNo commissions reportedBsc Capital Partners, LLC1031 Office Park Road, Suite 4 · West Des Moines, IA 50265 · (515) 225-1185 · Financial planningCRD 284338 · % of assets, Hourly charges, Fixed fees · $125.8 million AUMSEC registeredNo commissions reportedCompass Financial Services4801 Westown Parkway · West Des Moines, IA 50266 · (515) 327-1020 · Financial planningCRD 109441 · % of assets, Hourly charges · $407.4 million AUMSEC registeredNo commissions reportedFbl Wealth Management, LLC5400 University Avenue · West Des Moines, IA 50266 · (515) 225-5400 · Financial planningCRD 291396 · % of assets, Hourly charges, Fixed fees · $9.2 million AUMSEC registeredNo commissions reportedFive Talents Financial Management Group LLC1441 29th Street Ste 310 · West Des Moines, IA 50266 · (515) 223-7487 · Financial planningCRD 307987 · % of assets, Hourly charges, Fixed fees · $256.0 million AUMSEC registeredNo commissions reportedFoster Group, INC.6601 Westown Parkway, Suite 100 · West Des Moines, IA 50266 · (515) 226-9000 · Financial planningCRD 107148 · % of assets, Hourly charges, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reportedGilbert & Cook, INC.5058 Grand Ridge Drive · West Des Moines, IA 50265 · (515) 270-6444 · Financial planningCRD 283112 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedHart Wealth Management5550 Wild Rose Lane, Suite 400 · West Des Moines, IA 50266 · (515) 229-8722 · Financial planningCRD 338236 · % of assets, Fixed fees · $46.5 million AUMState registeredNo commissions reportedIowa Wealth Management, LLC4601 Westown Parkway, Suite 210 · West Des Moines, IA 50266 · (515) 225-1924 · Financial planningCRD 286435 · % of assets, Hourly charges · $123.9 million AUMSEC registeredNo commissions reported
Kingdom Wealth Development, LLC1603 22nd Street, Suite 100 · West Des Moines, IA 50266 · (515) 451-6670 · Financial planningCRD 291802 · % of assets · $9.1 million AUMState registeredNo commissions reportedLegacy Bridge Private Family Offices5810 Grand Ave · West Des Moines, IA 50266 · (515) 421-4870 · Hourly feesCRD 282261 · % of assets, Hourly charges, Fixed fees · $425.8 million AUMSEC registeredNo commissions reportedMidwest Heritage Financial Advisors3580 Ep True Parkway · West Des Moines, IA 50265 · (515) 246-8378 · Financial planningCRD 306308 · % of assets, Hourly charges, Fixed fees · $398.7 million AUMSEC registeredNo commissions reportedRetireright Consulting Group1200 Valley West Drive, Suite 707 · West Des Moines, IA 50266 · (515) 868-0309 · Financial planningCRD 300925 · % of assets, Hourly charges, Fixed fees · $561.1 million AUMSEC registeredNo commissions reportedSyverson Strege4125 Westown Parkway, Suite 104 · West Des Moines, IA 50266 · (515) 225-6000 · Financial planningCRD 109228 · % of assets, Hourly charges, Fixed fees · $910.8 million AUMSEC registeredNo commissions reportedThe Planners Professional Services, INC.1012 Grand Avenue · West Des Moines, IA 50265 · (515) 224-0149 · Financial planningCRD 108195 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedTotal Wealth5550 Wild Rose Lane, Suite 400 · West Des Moines, IA 50266 · (515) 259-6369 · Financial planningCRD 328549 · % of assets, Hourly charges, Fixed fees · $20.8 million AUMState registeredNo commissions reportedValiant Wealth, LLC3408 Woodland Ave, Suite 204 · West Des Moines, IA 50266 · (515) 223-6068 · Financial planningCRD 146911 · % of assets, Fixed fees, Performance-based fees · $423.1 million AUMSEC registeredNo commissions reportedVivid Wealth Management, LLC2600 Westown Parkway, Suite 150 · West Des Moines, IA 50266 · (515) 480-7593 · Financial planningCRD 322974 · % of assets, Hourly charges · $290.9 million AUMSEC registeredNo commissions reported
Talking to advisers in West 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.