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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 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 Des Moines, Iowa

Last Updated - April 25, 2025

Des Moines has 1 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 25 years of experience.

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List of Qualified Retirement Planning Advisors in Des Moines, 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 12 Retirement Planning firms in Des Moines, Iowa (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	801 Grand Ave, Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955	A percentage of AUM, Fixed fees, Performance Based, Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE)
2	801 Grand Ave, Des Moines, IA, 50392-0001	$93,913,367,327	643	645	A percentage of AUM, Fixed fees, Performance Based
3	711 High Street, Des Moines, IA, 50392	$12,105,712,948	54844	1349	A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR FEES, SOLICITORS FEES, SUBSCRIPTION CONSULTING FEES)
4	453 7th Street, Des Moines, IA, 50309-3702	$3,836,918,843	2543	18	A percentage of AUM, Fixed fees
5	6000 Grand Avenue, Suite B Des Moines, IA, 50312	$840,400,934	3763	18	A percentage of AUM, Hourly charges, Other (FINANCIAL EDUCATION PROGRAM FEES)
6	111 East Grand, Suite 412, Des Moines, IA, 50309	$610,548,598	1686	7	A percentage of AUM, Hourly charges
7	655 9th Street, Des Moines, IA, 50309	$569,489,941	11801	140	A percentage of AUM
8	3900 Ingersoll Avenue, Suite 300 Des Moines, IA, 50312	$562,510,319	748	14	A percentage of AUM, Hourly charges
9	500 Sw 7th Street, Suite 204 Des Moines, IA, 50309	$398,868,182	2799	24	A percentage of AUM
10	220 Sw 9th St., Suite 230 Des Moines, IA, 50309	$247,615,222	1251	11	A percentage of AUM, Fixed fees
11	2 East Army Post Rd, Suite 2 Des Moines, IA, 50315-5821	$170,000,000	1000	4	A percentage of AUM
12	2015 Grand Avenue, Suite 100 Des Moines, IA, 50312	$0	0	5	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Des Moines, Iowa

PRINCIPAL ASSET MANAGEMENT

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QualificationsFirm CRD# 109002

Assets Under Management $377,222,976,882

No. Of Clients6824

Clients Per Financial Advisor3

PRINCIPAL ASSET MANAGEMENT is a financial advisory firm situated in Des Moines, Iowa. With a nearly $377B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6824 clients. The team consists of 1955 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 and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (SPREAD LENDING MANAGEMENT AND ADVICE; ASSET ALLOCATION SERVICES; PROVIDING MODEL PORTFOLIOS)

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PRINCIPAL REAL ESTATE

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QualificationsFirm CRD# 109008

Assets Under Management $93,913,367,327

No. Of Clients643

Clients Per Financial Advisor1

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 643 clients. The team consists of 645 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 and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (PROVIDING MODEL PORTFOLIOS)

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PRINCIPAL SECURITIES, INC.

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QualificationsFirm CRD# 1137

Assets Under Management $12,105,712,948

No. Of Clients54844

Clients Per Financial Advisor41

PRINCIPAL SECURITIES, INC. is a financial advisory firm situated in Des Moines, Iowa. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 54844 clients. The team consists of 1349 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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BTC CAPITAL MANAGEMENT

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QualificationsFirm CRD# 127158

Assets Under Management $3,836,918,843

No. Of Clients2543

Clients Per Financial Advisor141

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 2543 clients. The team consists of 18 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 and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

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LEGACY FINANCIAL GROUP

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QualificationsFirm CRD# 154927

Assets Under Management $840,400,934

No. Of Clients3763

Clients Per Financial Advisor209

LEGACY FINANCIAL GROUP is a financial advisory firm situated in Des Moines, Iowa. With a nearly $840M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3763 clients. The team consists of 18 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

View Full Profile

WEST FINANCIAL ADVISORS, L.L.C.

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QualificationsFirm CRD# 142265

Assets Under Management $610,548,598

No. Of Clients1686

Clients Per Financial Advisor241

WEST FINANCIAL ADVISORS, L.L.C. is a financial advisory firm situated in Des Moines, Iowa. With a nearly $611M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1686 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 services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

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PRINCIPAL ADVISED SERVICES

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QualificationsFirm CRD# 297324

Assets Under Management $569,489,941

No. Of Clients11801

Clients Per Financial Advisor84

PRINCIPAL ADVISED SERVICES is a financial advisory firm situated in Des Moines, Iowa. With a nearly $569M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11801 clients. The team consists of 140 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 and/or small businesses
Selection for other advisors

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DMKC ADVISORY SERVICES, LLC

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QualificationsFirm CRD# 145112

Assets Under Management $562,510,319

No. Of Clients748

Clients Per Financial Advisor53

DMKC ADVISORY SERVICES, LLC is a financial advisory firm situated in Des Moines, Iowa. With a nearly $563M assets under management, the firm specializes in crafting personalized retirement planning solutions for 748 clients. The team consists of 14 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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RIA ADVISORY GROUP, LLC

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QualificationsFirm CRD# 152566

Assets Under Management $398,868,182

No. Of Clients2799

Clients Per Financial Advisor117

RIA ADVISORY GROUP, LLC is a financial advisory firm situated in Des Moines, Iowa. With a nearly $399M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2799 clients. The team consists of 24 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 and/or small businesses

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PETERSON FINANCIAL GROUP, INC.

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QualificationsFirm CRD# 169519

Assets Under Management $247,615,222

No. Of Clients1251

Clients Per Financial Advisor114

PETERSON FINANCIAL GROUP, INC. is a financial advisory firm situated in Des Moines, Iowa. With a nearly $248M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1251 clients. The team consists of 11 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
Selection for other advisors
Education seminars/workshops

View Full Profile

DES MOINES INVESTMENTS, LLC

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QualificationsFirm CRD# 146322

Assets Under Management $170,000,000

No. Of Clients1000

Clients Per Financial Advisor250

DES MOINES INVESTMENTS, LLC is a financial advisory firm situated in Des Moines, Iowa. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1000 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

Financial Planning Services

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

View Full Profile

ALTITUDE CAPITAL MANAGEMENT LLC

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QualificationsFirm CRD# 329366

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

ALTITUDE CAPITAL MANAGEMENT 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 5 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

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?

Get Matched With Planners

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