Fiduciary advisors in Urbandale, IA

5 registered advisers

Urbandale's working population and retirees create a client base for 5 SEC-registered fiduciary advisors in the area. Fee-only firms make up 3 of that total.

AO WEALTH ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Urbandale, IowaCRD #288301
Typical Fee--
AUM$213M
Minimum--
Clients1,124

INDEPENDENT WEALTH NETWORK, INC.

Clean RecordAlso Compensated via Brokerage
Urbandale, IowaCRD #286262
Typical Fee--
AUM$423M
Minimum--
Clients2,626

INTEGRITY ALLIANCE, LLC

Also Compensated via Brokerage
Urbandale, IowaCRD #139627
Typical Fee--
AUM$2.4B
Minimum--
Clients14,148

MOKOSAK ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Urbandale, IowaCRD #287538
Typical Fee--
AUM$414M
Minimum--
Clients1,364

WILON WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Urbandale, IowaCRD #313185
Typical Fee--
AUM$217M
Minimum--
Clients866
Fiduciary Advisors in Urbandale, Iowa | FiduciaryListings