Fiduciary advisors in West Des Moines, IA

17 registered advisers

West Des Moines is an insurance industry hub (Principal Financial, Athene) where corporate wealth management and retirement plan consulting intersect, and 17 SEC-registered fiduciary firms serve local investors. 14 of those firms -- 82% -- operate on a fee-only basis, accepting no commissions. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.

BALLAST CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #282369
Typical Fee--
AUM$318M
Minimum--
Clients150

BOYLE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #132416
Typical Fee--
AUM$298M
Minimum--
Clients1,504

COMPASS FINANCIAL SERVICES

Clean RecordAlso Compensated via Brokerage
West Des Moines, IowaCRD #109441
Typical Fee--
AUM$407M
Minimum--
Clients1,909

FBL WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #291396
Typical Fee--
AUM$9M
Minimum--
Clients1

FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #307987
Typical Fee--
AUM$210M
Minimum--
Clients1,056

FOSTER GROUP, INC.

Fee-Only, No ConflictsClean Record
West Des Moines, IowaCRD #107148
Typical Fee--
AUM$3.5B
Minimum--
Clients5,481

GILBERT & COOK, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #283112
Typical Fee--
AUM$1.4B
Minimum--
Clients3,429

IOWA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #286435
Typical Fee--
AUM$124M
Minimum--
Clients377

LEGACY BRIDGE PRIVATE FAMILY OFFICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #282261
Typical Fee--
AUM$326M
Minimum--
Clients99

MIDWEST HERITAGE FINANCIAL ADVISORS

Clean RecordAlso Compensated via Brokerage
West Des Moines, IowaCRD #306308
Typical Fee--
AUM$399M
Minimum--
Clients647

RETIRERIGHT CONSULTING GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #300925
Typical Fee--
AUM$659M
Minimum--
Clients562

SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
West Des Moines, IowaCRD #321109
Typical Fee--
AUM$109.8B
Minimum--
Clients8

SITUSAMC REAL ESTATE VALUATION SERVICES, LLC

Fee-Only, No ConflictsClean Record
West Des Moines, IowaCRD #106747
Typical Fee--
AUM--
Minimum--
Clients--

SYVERSON STREGE

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #109228
Typical Fee--
AUM$900M
Minimum--
Clients2,174

VALIANT WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #146911
Typical Fee--
AUM$382M
Minimum--
Clients666

VIVID WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #322974
Typical Fee--
AUM$235M
Minimum--
Clients1,061

WEALTH ADVISORS OF IOWA, LLC

Clean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #115088
Typical Fee--
AUM$453M
Minimum--
Clients1,203
Fiduciary Advisors in West Des Moines, Iowa | FiduciaryListings