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Financial planning in West Des Moines, IA

18 advisers in West Des Moines offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 18

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 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