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Find Retirement Advisors for Retirement Planning in Local,

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 Local,

Last Updated - April 10, 2024

Local has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 18 non-vetted advisors in your local area. These retirement advisors in Local, have an average of 15 years of experience.

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List of Qualified Retirement Planning Advisors Near you

advisor-photo
vector.svg 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

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

advisor-photo
vector.svg VERIFIED

Jim Wilterdink
360 Financial Planning Group

Qualifications
CRD# 4933074
Firm CRD# 4933074
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Top 15 Retirement Planning firms in Local, (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
8300 Mills Civic Parkway,
West Des Moines, IA, 50266
$6,512,036,820715
A Percentage of AUM
2
FOSTER GROUP, INC.
6601 Westown Parkway, Suite 100
West Des Moines, IA, 50266
$3,083,295,163576875
A Percentage of AUM, Hourly charges, Fixed Fees
3
GILBERT & COOK, INC.
5058 Grand Ridge Drive,
West Des Moines, IA, 50265
$973,601,625264832
A Percentage of AUM, Hourly charges, Fixed Fees
4
SYVERSON STREGE
4125 Westown Parkway, Suite 104
West Des Moines, IA, 50266
$665,694,138197314
A Percentage of AUM, Hourly charges, Fixed Fees
5
RETIRERIGHT CONSULTING GROUP
1200 Valley West Drive, Suite 707
West Des Moines, IA, 50266
$504,547,3585144
A Percentage of AUM, Hourly charges, Fixed Fees
6
WEALTH ADVISORS OF IOWA, LLC
1601 West Lakes Parkway, Suite 200
West Des Moines, IA, 50266
$346,194,03197912
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
7
LEGACY BRIDGE PRIVATE FAMILY OFFICES
4601 Westown Parkway, Suite 220
West Des Moines, IA, 50266
$292,561,8071077
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (FAMILY OFFICE FEES)
8
BALLAST CAPITAL ADVISORS, LLC
1200 Office Plaza Drive,
West Des Moines, IA, 50266
$273,916,1751407
Fixed Fees
9
COMPASS FINANCIAL SERVICES
4801 Westown Parkway,
West Des Moines, IA, 50266
$254,485,742158812
A Percentage of AUM, Hourly charges
10
VALIANT WEALTH, LLC
3408 Woodland Ave, Suite 204
West Des Moines, IA, 50266
$250,112,88652411
A Percentage of AUM, Fixed Fees, Performance Based
11
RIVER GLEN WEALTH COUNSELORS
2600 Westown Parkway, Suite 346
West Des Moines, IA, 50266
$241,859,2815864
A Percentage of AUM, Hourly charges, Fixed Fees
12
BOYLE CAPITAL
1230 Office Plaza Drive,
West Des Moines, IA, 50266-2300
$238,059,94216936
A Percentage of AUM, Hourly charges, Performance Based
13
MIDWEST HERITAGE FINANCIAL ADVISORS
3580 Ep True Parkway,
West Des Moines, IA, 50265
$223,047,5104912
A Percentage of AUM, Hourly charges, Fixed Fees
14
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
1441 29th Street Ste 310,
West Des Moines, IA, 50266
$164,488,43010215
A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES FROM OTHER ADVISORS)
15
VIVID WEALTH MANAGEMENT, LLC
2600 Westown Parkway, Suite 150
West Des Moines, IA, 50266
$126,334,5557512
A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Local,

QualificationsFirm CRD# 321109

Assets Under Management $6,512,036,820

No. Of Clients7

Clients Per Financial Advisor0

SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 15 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 Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107148

Assets Under Management $3,083,295,163

No. Of Clients5768

Clients Per Financial Advisor77

FOSTER GROUP, INC. is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5768 clients. The team consists of 75 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 283112

Assets Under Management $973,601,625

No. Of Clients2648

Clients Per Financial Advisor83

GILBERT & COOK, INC. is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2648 clients. The team consists of 32 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 109228

Assets Under Management $665,694,138

No. Of Clients1973

Clients Per Financial Advisor141

SYVERSON STREGE is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $666M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1973 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 300925

Assets Under Management $504,547,358

No. Of Clients514

Clients Per Financial Advisor129

RETIRERIGHT CONSULTING GROUP is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $505M assets under management, the firm specializes in crafting personalized retirement planning solutions for 514 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 115088

Assets Under Management $346,194,031

No. Of Clients979

Clients Per Financial Advisor82

WEALTH ADVISORS OF IOWA, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 979 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 282261

Assets Under Management $292,561,807

No. Of Clients107

Clients Per Financial Advisor15

LEGACY BRIDGE PRIVATE FAMILY OFFICES is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $293M assets under management, the firm specializes in crafting personalized retirement planning solutions for 107 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
  • Fixed Fees
  • Performance Based
  • Other (FAMILY OFFICE FEES)

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 282369

Assets Under Management $273,916,175

No. Of Clients140

Clients Per Financial Advisor20

BALLAST CAPITAL ADVISORS, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $274M assets under management, the firm specializes in crafting personalized retirement planning solutions for 140 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 109441

Assets Under Management $254,485,742

No. Of Clients1588

Clients Per Financial Advisor132

COMPASS FINANCIAL SERVICES is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $254M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1588 clients. The team consists of 12 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

QualificationsFirm CRD# 146911

Assets Under Management $250,112,886

No. Of Clients524

Clients Per Financial Advisor48

VALIANT WEALTH, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 524 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
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 147012

Assets Under Management $241,859,281

No. Of Clients586

Clients Per Financial Advisor147

RIVER GLEN WEALTH COUNSELORS is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $242M assets under management, the firm specializes in crafting personalized retirement planning solutions for 586 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 132416

Assets Under Management $238,059,942

No. Of Clients1693

Clients Per Financial Advisor282

BOYLE CAPITAL is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1693 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 306308

Assets Under Management $223,047,510

No. Of Clients491

Clients Per Financial Advisor246

MIDWEST HERITAGE FINANCIAL ADVISORS is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 491 clients. The team consists of 2 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 307987

Assets Under Management $164,488,430

No. Of Clients1021

Clients Per Financial Advisor204

FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1021 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
  • Other (REFERRAL FEES FROM OTHER ADVISORS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 322974

Assets Under Management $126,334,555

No. Of Clients751

Clients Per Financial Advisor376

VIVID WEALTH MANAGEMENT, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 751 clients. The team consists of 2 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
View Full Profile

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