AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-901-8804
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IA
134 advisers found
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
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
West Des Moines, IA
AUM
$122.05B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
515-221-4879
Full profileNo website
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
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
BUSBEE WEALTH ADVISORS LLC
Cedar Rapids, IA
AUM
$43.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
319-777-0808
Full profileNo website
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
3G CAPITAL LLC
Urbandale, IA
AUM
$4.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
515-299-0992
Full profileNo website
APEXEDGE LLC
Grimes, IA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
515-360-5038
Full profileNo website
GRETEMAN CAPITAL MANAGEMENT
Carroll, IA
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
712-792-1120
Full profileNo website
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