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Find Retirement Advisors for Retirement Planning in West Des Moines, Iowa
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 West Des Moines, Iowa
Last Updated - May 16, 2025West Des Moines has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 17 non-vetted advisors in your local area. These retirement advisors in West Des Moines, Iowa have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in West Des Moines, Iowa
VERIFIEDCory Watson
Private Wealth Management
Qualifications
CRD# 2837924
Firm CRD# 134139
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in West Des Moines, Iowa (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 8300 Mills Civic Parkway, West Des Moines, IA, 50266 | $11,358,738,764 | 8 | 15 | A percentage of AUM |
| 2 | 6601 Westown Parkway, Suite 100 West Des Moines, IA, 50266 | $3,238,513,168 | 4626 | 81 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 5058 Grand Ridge Drive, West Des Moines, IA, 50265 | $1,197,704,959 | 3219 | 32 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 4125 Westown Parkway, Suite 104 West Des Moines, IA, 50266 | $900,472,120 | 2174 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 1200 Valley West Drive, Suite 707 West Des Moines, IA, 50266 | $585,779,060 | 478 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 1601 West Lakes Parkway, Suite 200 West Des Moines, IA, 50266 | $398,758,245 | 471 | 13 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 7 | 4801 Westown Parkway, West Des Moines, IA, 50266 | $333,738,881 | 1806 | 11 | A percentage of AUM, Hourly charges |
| 8 | 3580 Ep True Parkway, West Des Moines, IA, 50265 | $314,203,732 | 571 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 3408 Woodland Ave, Suite 204 West Des Moines, IA, 50266 | $312,106,600 | 574 | 12 | A percentage of AUM, Fixed fees, Performance Based |
| 10 | 1200 Office Plaza Drive, West Des Moines, IA, 50266 | $297,272,625 | 155 | 8 | A percentage of AUM, Fixed fees |
| 11 | 5810 Grand Ave, West Des Moines, IA, 50266 | $286,508,635 | 111 | 8 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (FAMILY OFFICE FEES) |
| 12 | 1230 Office Plaza Drive, West Des Moines, IA, 50266-2300 | $241,825,073 | 1609 | 6 | A percentage of AUM, Hourly charges, Performance Based |
| 13 | 1441 29th Street Ste 310, West Des Moines, IA, 50266 | $210,441,524 | 1056 | 5 | A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES FROM OTHER ADVISORS) |
| 14 | 2600 Westown Parkway, Suite 150 West Des Moines, IA, 50266 | $171,948,835 | 930 | 2 | A percentage of AUM, Hourly charges |
| 15 | 4401 Westown Parkway, Suite 370 West Des Moines, IA, 50266 | $112,218,663 | 358 | 2 | A percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in West Des Moines, Iowa
QualificationsFirm CRD# 321109
Assets Under Management $11,358,738,764
No. Of Clients8
Clients Per Financial Advisor1
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 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 services
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 107148
Assets Under Management $3,238,513,168
No. Of Clients4626
Clients Per Financial Advisor57
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 4626 clients. The team consists of 81 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
- Pesnsion consulting services
QualificationsFirm CRD# 283112
Assets Under Management $1,197,704,959
No. Of Clients3219
Clients Per Financial Advisor101
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 3219 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 109228
Assets Under Management $900,472,120
No. Of Clients2174
Clients Per Financial Advisor145
SYVERSON STREGE is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $900M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2174 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (SELECTION OF OTHER ADVISERS THROUGH THIRD PARTY)
QualificationsFirm CRD# 300925
Assets Under Management $585,779,060
No. Of Clients478
Clients Per Financial Advisor120
RETIRERIGHT CONSULTING GROUP is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $586M assets under management, the firm specializes in crafting personalized retirement planning solutions for 478 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
- Pesnsion consulting services
QualificationsFirm CRD# 115088
Assets Under Management $398,758,245
No. Of Clients471
Clients Per Financial Advisor36
WEALTH ADVISORS OF IOWA, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $399M assets under management, the firm specializes in crafting personalized retirement planning solutions for 471 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
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
- Other (QUALIFIED PLAN ADVICE)
QualificationsFirm CRD# 109441
Assets Under Management $333,738,881
No. Of Clients1806
Clients Per Financial Advisor164
COMPASS FINANCIAL SERVICES is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1806 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
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 306308
Assets Under Management $314,203,732
No. Of Clients571
Clients Per Financial Advisor143
MIDWEST HERITAGE FINANCIAL ADVISORS is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $314M assets under management, the firm specializes in crafting personalized retirement planning solutions for 571 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
QualificationsFirm CRD# 146911
Assets Under Management $312,106,600
No. Of Clients574
Clients Per Financial Advisor48
VALIANT WEALTH, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $312M assets under management, the firm specializes in crafting personalized retirement planning solutions for 574 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
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 282369
Assets Under Management $297,272,625
No. Of Clients155
Clients Per Financial Advisor19
BALLAST CAPITAL ADVISORS, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $297M assets under management, the firm specializes in crafting personalized retirement planning solutions for 155 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 282261
Assets Under Management $286,508,635
No. Of Clients111
Clients Per Financial Advisor14
LEGACY BRIDGE PRIVATE FAMILY OFFICES is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 111 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
- Performance Based
- Other (FAMILY OFFICE FEES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Other (PRIVATE FAMILY OFFICE SERVICES)
QualificationsFirm CRD# 132416
Assets Under Management $241,825,073
No. Of Clients1609
Clients Per Financial Advisor268
BOYLE CAPITAL 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 1609 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 307987
Assets Under Management $210,441,524
No. Of Clients1056
Clients Per Financial Advisor211
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1056 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
- Other (QUALLIFIED PLAN ADVICE)
QualificationsFirm CRD# 322974
Assets Under Management $171,948,835
No. Of Clients930
Clients Per Financial Advisor465
VIVID WEALTH MANAGEMENT, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 930 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 286435
Assets Under Management $112,218,663
No. Of Clients358
Clients Per Financial Advisor179
IOWA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 358 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Cedar Rapids, Iowa
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- Retirement Planners in West Des Moines, Iowa
Looking for more choices? Use our free match service to compare retirement planners serving your area.