ACTIS WEALTH MANAGEMENT
Waukee, IA
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
515-440-1334
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in IA
59 advisers found
PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC
Bettendorf, IA
AUM
$60.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
563-332-4690
UNCOMMON WEALTH PARTNERS, LLC
Ankeny, IA
AUM
$46.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(515) 650-3009
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
ALBA FINANCIAL LLC
Council Bluffs, IA
AUM
$3.8M
Financial PlanningWealth MgmtRetirementInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
4023056732
DSM FINANCIAL L.L.C.
Urbandale, IA
AUM
—
Financial Planning
Team
1 advisors
Clients
101-250
Fees
REFERRAL FEES AND PENSION CONSULTING FEES
515-331-1717
NET WORTH ADVISORS
Waterloo, IA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
319-232-5500
SITUSAMC REAL ESTATE VALUATION SERVICES, LLC
West Des Moines, IA
AUM
—
RetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
646-518-8139
MATHESON & ROCK WEALTH MANAGEMENT, LLC
Davenport, IA
AUM
$530.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; % OF PLAN ASSETS
800-682-3937
Full profileNo website
PENN ADVISORY GROUP INC.
Mount Vernon, IA
AUM
$53.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
319-535-0262
Full profileNo website
BALANCED INVESTMENT ADVISORS, LLC
Cedar Rapids,, IA
AUM
$49.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
319-242-6444
Full profileNo website
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