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Find Retirement Advisors for Retirement Planning in Des Moines, 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 you 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 registrations check. 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 Des Moines, Iowa

Last Updated - January 7, 2025

Des Moines has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Des Moines, Iowa have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Des Moines, Iowa

VERIFIED

Jason Thrap
WMCP^®, ChSNC^®, CASL^®, CFP^®, RICP^®, CLU^®, ChFC^®
Northwestern Mutual

Qualifications
CRD# 5072964
Firm CRD# 2881
Series 6, 7, 63, 66

Minimum Assets Required
$250,000

Address

1245 Jordan Creek Parkway,
Suite 200,
West Des Moines, IA 50266 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

Cory Watson
Private Wealth Management

Qualifications
CRD# 2837924
Firm CRD# 39543

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

Find An Advisor

Top 12 Retirement Planning firms in Des Moines, Iowa (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	PRINCIPAL ASSET MANAGEMENT 801 Grand Ave, Des Moines, IA, 50392-0001	$279,108,496,692	13656	1925	A Percentage of AUM, Fixed Fees, Performance Based, Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE)
2	PRINCIPAL REAL ESTATE 801 Grand Ave, Des Moines, IA, 50392-0001	$93,670,595,774	1522	484	A Percentage of AUM, Fixed Fees, Performance Based
3	PRINCIPAL SECURITIES, INC. 711 High Street, Des Moines, IA, 50392	$9,416,854,861	46075	1430	A Percentage of AUM, Hourly charges, Fixed Fees, Other (SEMINAR FEES, SOLICITORS FEES, SUBSCRIPTION CONSULTING FEES)
4	BTC CAPITAL MANAGEMENT 453 7th Street, Des Moines, IA, 50309-3702	$3,621,197,368	2310	19	A Percentage of AUM, Fixed Fees
5	LEGACY FINANCIAL GROUP 6000 Grand Avenue, Suite B Des Moines, IA, 50312	$604,625,505	3871	16	A Percentage of AUM, Hourly charges, Other (FINANCIAL EDUCATION PROGRAM FEES)
6	DMKC ADVISORY SERVICES, LLC 3900 Ingersoll Avenue, Suite 300 Des Moines, IA, 50312	$476,832,259	705	13	A Percentage of AUM, Hourly charges
7	WEST FINANCIAL ADVISORS, L.L.C. 111 East Grand, Suite 412, Des Moines, IA, 50309	$418,848,245	1478	7	A Percentage of AUM, Hourly charges
8	PRINCIPAL ADVISED SERVICES 655 9th Street, Des Moines, IA, 50309	$352,564,235	8370	115	A Percentage of AUM
9	RIA ADVISORY GROUP, LLC 500 Sw 7th Street, Suite 305 Des Moines, IA, 50309	$345,689,048	3047	20	A Percentage of AUM
10	PETERSON FINANCIAL GROUP, INC. 220 Sw 9th St., Suite 230 Des Moines, IA, 50309	$148,537,741	1019	9	A Percentage of AUM
11	DES MOINES INVESTMENTS, LLC 2 East Army Post Rd, Suite 2 Des Moines, IA, 50315-5821	$140,000,000	400	1	A Percentage of AUM
12	PRINCIPAL ENTERPRISE CAPITAL, LLC 801 Grand Ave, Des Moines, IA, 50392-0001	$0	0	2	Other (NONE)

Information on Top Retirement Planning firms in Des Moines, Iowa

PRINCIPAL ASSET MANAGEMENT

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QualificationsFirm CRD# 109002

Assets Under Management $279,108,496,692

No. Of Clients13656

Clients Per Financial Advisor7

PRINCIPAL ASSET MANAGEMENT is a financial advisory firm situated in Des Moines, Iowa. With a nearly $279B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13656 clients. The team consists of 1925 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based
Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE)

Financial Planning Services

Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors
Educational Seminars/ Workshops

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PRINCIPAL REAL ESTATE

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QualificationsFirm CRD# 109008

Assets Under Management $93,670,595,774

No. Of Clients1522

Clients Per Financial Advisor3

PRINCIPAL REAL ESTATE is a financial advisory firm situated in Des Moines, Iowa. With a nearly $94B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1522 clients. The team consists of 484 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based

Financial Planning Services

Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business

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PRINCIPAL SECURITIES, INC.

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QualificationsFirm CRD# 1137

Assets Under Management $9,416,854,861

No. Of Clients46075

Clients Per Financial Advisor32

PRINCIPAL SECURITIES, INC. is a financial advisory firm situated in Des Moines, Iowa. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 46075 clients. The team consists of 1430 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other (SEMINAR FEES
SOLICITORS FEES
SUBSCRIPTION CONSULTING FEES)

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

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BTC CAPITAL MANAGEMENT

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QualificationsFirm CRD# 127158

Assets Under Management $3,621,197,368

No. Of Clients2310

Clients Per Financial Advisor122

BTC CAPITAL MANAGEMENT is a financial advisory firm situated in Des Moines, Iowa. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2310 clients. The team consists of 19 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

Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters

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LEGACY FINANCIAL GROUP

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QualificationsFirm CRD# 154927

Assets Under Management $604,625,505

No. Of Clients3871

Clients Per Financial Advisor242

LEGACY FINANCIAL GROUP is a financial advisory firm situated in Des Moines, Iowa. With a nearly $605M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3871 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Other (FINANCIAL EDUCATION PROGRAM FEES)

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors
Educational Seminars/ Workshops

View Full Profile

DMKC ADVISORY SERVICES, LLC

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QualificationsFirm CRD# 145112

Assets Under Management $476,832,259

No. Of Clients705

Clients Per Financial Advisor54

DMKC ADVISORY SERVICES, LLC is a financial advisory firm situated in Des Moines, Iowa. With a nearly $477M assets under management, the firm specializes in crafting personalized retirement planning solutions for 705 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business

View Full Profile

WEST FINANCIAL ADVISORS, L.L.C.

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QualificationsFirm CRD# 142265

Assets Under Management $418,848,245

No. Of Clients1478

Clients Per Financial Advisor211

WEST FINANCIAL ADVISORS, L.L.C. is a financial advisory firm situated in Des Moines, Iowa. With a nearly $419M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1478 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

View Full Profile

PRINCIPAL ADVISED SERVICES

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QualificationsFirm CRD# 297324

Assets Under Management $352,564,235

No. Of Clients8370

Clients Per Financial Advisor73

PRINCIPAL ADVISED SERVICES is a financial advisory firm situated in Des Moines, Iowa. With a nearly $353M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8370 clients. The team consists of 115 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM

Financial Planning Services

Portfolio Management for Individuals
Selection of Other Advisors

View Full Profile

RIA ADVISORY GROUP, LLC

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QualificationsFirm CRD# 152566

Assets Under Management $345,689,048

No. Of Clients3047

Clients Per Financial Advisor152

RIA ADVISORY GROUP, LLC is a financial advisory firm situated in Des Moines, Iowa. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3047 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM

Financial Planning Services

Portfolio Management for Individuals

View Full Profile

PETERSON FINANCIAL GROUP, INC.

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QualificationsFirm CRD# 169519

Assets Under Management $148,537,741

No. Of Clients1019

Clients Per Financial Advisor113

PETERSON FINANCIAL GROUP, INC. is a financial advisory firm situated in Des Moines, Iowa. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1019 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

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors
Educational Seminars/ Workshops

View Full Profile

DES MOINES INVESTMENTS, LLC

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QualificationsFirm CRD# 146322

Assets Under Management $140,000,000

No. Of Clients400

Clients Per Financial Advisor400

DES MOINES INVESTMENTS, LLC is a financial advisory firm situated in Des Moines, Iowa. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 400 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business

View Full Profile

PRINCIPAL ENTERPRISE CAPITAL, LLC

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QualificationsFirm CRD# 157574

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

PRINCIPAL ENTERPRISE CAPITAL, LLC is a financial advisory firm situated in Des Moines, Iowa. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Other (NONE)

Financial Planning Services

View Full Profile

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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