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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IA
125 advisers found
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
PURSUIT WEALTH MANAGEMENT
Coralville, IA
AUM
$32.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
800-826-8684
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
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
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
WOODLANDS CAPITAL MANAGEMENT, LLC
Clive, IA
AUM
$5.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-664-1462
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
KOIOS PRIVATE FAMILY OFFICES, LLC
Des Moines, IA
AUM
$1.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(515) 422-2911
CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC
Coralville, IA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Hourly charges
319-358-2854
CUSTOM FIT FINANCIAL
Cedar Rapids, IA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
319-775-0102
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
TRUEWEALTH STEWARDSHIP, LLC
Marion, IA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
319-373-4124
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
AUM
$128.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
515-238-3737
Full profileNo website
FENCL ADVISORY SERVICES, LLC
Cedar Falls, IA
AUM
$87.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
319-260-2006
Full profileNo website