Fee-OnlyFinder

Flat / fixed fees in West Des Moines, IA

14 advisers in West 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 14

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 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 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 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 reported
Syverson 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 reported