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Find Retirement Advisors for Retirement Planning in Urbandale, 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 Urbandale, Iowa

Last Updated - April 25, 2025

Urbandale has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Urbandale, Iowa have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Urbandale, 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 5 Retirement Planning firms in Urbandale, Iowa (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	4135 Nw Urbandale Dr, Urbandale, IA, 50322	$2,000,456,128	11566	260	A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS MANAGED BY THIRD-PARTY ADVISOR FIRMS)
2	2350 Nw 128th St, Urbandale, IA, 50323	$422,577,169	2626	25	A percentage of AUM, Hourly charges, Fixed fees
3	2900 100th Street Suite 102, Urbandale, IA, 50322	$345,300,877	1315	4	A percentage of AUM
4	2400 86th Street, Suite 32 Urbandale, IA, 50322	$183,581,167	799	8	A percentage of AUM, Hourly charges, Fixed fees
5	2570 106th Street, Suite A, Urbandale, IA, 50322	$146,749,163	1091	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Urbandale, Iowa

INTEGRITY ALLIANCE, LLC

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QualificationsFirm CRD# 139627

Assets Under Management $2,000,456,128

No. Of Clients11566

Clients Per Financial Advisor44

INTEGRITY ALLIANCE, LLC is a financial advisory firm situated in Urbandale, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11566 clients. The team consists of 260 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 (PERCENTAGE OF ASSETS MANAGED BY THIRD-PARTY ADVISOR FIRMS)

Financial Planning Services

Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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INDEPENDENT WEALTH NETWORK, INC.

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QualificationsFirm CRD# 286262

Assets Under Management $422,577,169

No. Of Clients2626

Clients Per Financial Advisor105

INDEPENDENT WEALTH NETWORK, INC. is a financial advisory firm situated in Urbandale, Iowa. With a nearly $423M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2626 clients. The team consists of 25 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
Pesnsion consulting services
Selection for other advisors

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MOKOSAK ADVISORY GROUP, LLC

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QualificationsFirm CRD# 287538

Assets Under Management $345,300,877

No. Of Clients1315

Clients Per Financial Advisor329

MOKOSAK ADVISORY GROUP, LLC is a financial advisory firm situated in Urbandale, Iowa. With a nearly $345M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1315 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

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WILON WEALTH MANAGEMENT

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QualificationsFirm CRD# 313185

Assets Under Management $183,581,167

No. Of Clients799

Clients Per Financial Advisor100

WILON WEALTH MANAGEMENT is a financial advisory firm situated in Urbandale, Iowa. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 799 clients. The team consists of 8 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
Selection for other advisors

View Full Profile

AO WEALTH ADVISORY

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QualificationsFirm CRD# 288301

Assets Under Management $146,749,163

No. Of Clients1091

Clients Per Financial Advisor364

AO WEALTH ADVISORY is a financial advisory firm situated in Urbandale, Iowa. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1091 clients. The team consists of 3 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
Education seminars/workshops

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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