CUSTOM WEALTH PLANNERS
Ankeny, IA
AUM
$102.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
515-480-2257
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IA
114 advisers found
INNOVATIVE WEALTH MANAGEMENT, LLC
Jesup, IA
AUM
$99.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
319-449-6900
COMPASS LIGHTHOUSE CAPITAL, LLC
Orange City, IA
AUM
$91.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
712-395-8705
GRIT FAMILY OFFICE, LLC
Cedar Rapids, IA
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(319) 551-7889
LONGENECKER FINANCIAL SERVICES
Des Moines, IA
AUM
$82.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
515-309-4431
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
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
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
GREENSTONE WEALTH MANAGEMENT
Forest City, IA
AUM
$43.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(641)585-4000
SUCCESSFUL RESOURCE MANAGEMENT, LTD.
Johnston, IA
AUM
$43.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-279-1400
RED CEDAR
Cedar Rapids, IA
AUM
$40.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
319-200-6600
AFSC ADVISORS, INC
Council Bluffs, IA
AUM
$36.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
402-317-7147
LW ADVISORS, L.L.C.
Des Moines, IA
AUM
$35.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-446-2484
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
ROCKWAY WEALTH PARTNERS
Urbandale, IA
AUM
$26.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
515-414-7373
BENCHMARK FINANCIAL
Cedar Falls, IA
AUM
$26.2M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
319-727-8383
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
STRATEGIC WEALTH SOLUTIONS, LLC
Urbandale, IA
AUM
$15.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(515) 443-9567
FBL WEALTH MANAGEMENT, LLC
West Des Moines, IA
AUM
$9.2M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
170 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
515-225-5400
SIMPLIFIED PLANNING AND INVESTMENTS
Johnston, IA
AUM
$8.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
515-216-4442
DENTIST EXIT PLANNING
Windsor Heights, IA
AUM
$6.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(515) 423-0671
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
PIRA WEALTH MANAGEMENT
Coralville, IA
AUM
$3.5M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
319-382-6486