FOSTER GROUP, INC.
West Des Moines, IA
AUM
$4.78B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
45 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
515-226-9000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IA, WEST DES MOINES
20 advisers found
GILBERT & COOK, INC.
West Des Moines, IA
AUM
$1.70B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(515) 270-6444
SYVERSON STREGE
West Des Moines, IA
AUM
$910.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
515-225-6000
RETIRERIGHT CONSULTING GROUP
West Des Moines, IA
AUM
$561.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-868-0309
WEALTH ADVISORS OF IOWA, LLC
West Des Moines, IA
AUM
$539.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
515-200-7812
LEGACY BRIDGE PRIVATE FAMILY OFFICES
West Des Moines, IA
AUM
$425.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
515-421-4870
VALIANT WEALTH, LLC
West Des Moines, IA
AUM
$423.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
515-223-6068
COMPASS FINANCIAL SERVICES
West Des Moines, IA
AUM
$407.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
515-327-1020
MIDWEST HERITAGE FINANCIAL ADVISORS
West Des Moines, IA
AUM
$398.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
515-246-8378
BOYLE CAPITAL
West Des Moines, IA
AUM
$342.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
515-327-1870
BALLAST CAPITAL ADVISORS, LLC
West Des Moines, IA
AUM
$328.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
844-331-4662
VIVID WEALTH MANAGEMENT, LLC
West Des Moines, IA
AUM
$290.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(515) 480-7593
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
West Des Moines, IA
AUM
$256.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
515-223-7487
BSC CAPITAL PARTNERS, LLC
West Des Moines, IA
AUM
$125.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
515-225-1185
IOWA WEALTH MANAGEMENT, LLC
West Des Moines, IA
AUM
$123.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
515-225-1924
HART WEALTH MANAGEMENT
West Des Moines, IA
AUM
$46.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
5152298722
DESLA WEALTH MANAGEMENT
West Des Moines, IA
AUM
$32.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-452-0001
TOTAL WEALTH
West Des Moines, IA
AUM
$20.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(515) 259-6369
THE PLANNERS PROFESSIONAL SERVICES, INC.
West Des Moines, IA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
515-224-0149
KINGDOM WEALTH DEVELOPMENT, LLC
West Des Moines, IA
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
515-451-6670
Full profileNo website