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Find Retirement Advisors for Retirement Planning in Clive, Iowa

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Clive, Iowa

Last Updated - May 4, 2025

Clive has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Clive, Iowa have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Clive, Iowa

VERIFIED

Cory Watson
Private Wealth Management

Qualifications
CRD# 2837924
Firm CRD# 134139

Minimum Assets Required
$250,000

Address

West Glen,
West Des Moines, IA 50266 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management

Compensation/Fee

Not Specified

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Top 3 Retirement Planning firms in Clive, Iowa (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	13375 University Avenue, Suite 300, Clive, IA, 50325	$213,568,921	283	4	A percentage of AUM, Hourly charges, Fixed fees
2	16400 Sheridan Avenue, Clive, IA, 50325	$157,637,425	586	9	A percentage of AUM, Fixed fees
3	1820 Nw 118th Street, Ste 110 Clive, IA, 50325	$116,644,597	123	4	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Clive, Iowa

PALADIN WEALTH PARTNERS

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QualificationsFirm CRD# 285303

Assets Under Management $213,568,921

No. Of Clients283

Clients Per Financial Advisor71

PALADIN WEALTH PARTNERS is a financial advisory firm situated in Clive, Iowa. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 283 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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WEIS ADVISORY

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QualificationsFirm CRD# 217517

Assets Under Management $157,637,425

No. Of Clients586

Clients Per Financial Advisor65

WEIS ADVISORY is a financial advisory firm situated in Clive, Iowa. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 586 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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ACADIA LEGACY GROUP

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QualificationsFirm CRD# 291481

Assets Under Management $116,644,597

No. Of Clients123

Clients Per Financial Advisor31

ACADIA LEGACY GROUP is a financial advisory firm situated in Clive, Iowa. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 123 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (FAMILY OFFICE SERVICES)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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