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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 - April 25, 2025

West 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

advisor
vector.svg VERIFIED

Cory 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

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Top 15 Retirement Planning firms in West Des Moines, Iowa (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

8300 Mills Civic Parkway,
West Des Moines, IA, 50266
$11,358,738,764815
A percentage of AUM
2

6601 Westown Parkway, Suite 100
West Des Moines, IA, 50266
$3,238,513,168462681
A percentage of AUM, Hourly charges, Fixed fees
3

5058 Grand Ridge Drive,
West Des Moines, IA, 50265
$1,197,704,959321932
A percentage of AUM, Hourly charges, Fixed fees
4

4125 Westown Parkway, Suite 104
West Des Moines, IA, 50266
$900,472,120217415
A percentage of AUM, Hourly charges, Fixed fees
5

1200 Valley West Drive, Suite 707
West Des Moines, IA, 50266
$585,779,0604784
A percentage of AUM, Hourly charges, Fixed fees
6

1601 West Lakes Parkway, Suite 200
West Des Moines, IA, 50266
$398,758,24547113
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
7

4801 Westown Parkway,
West Des Moines, IA, 50266
$333,738,881180611
A percentage of AUM, Hourly charges
8

3580 Ep True Parkway,
West Des Moines, IA, 50265
$314,203,7325714
A percentage of AUM, Hourly charges, Fixed fees
9

3408 Woodland Ave, Suite 204
West Des Moines, IA, 50266
$312,106,60057412
A percentage of AUM, Fixed fees, Performance Based
10

1200 Office Plaza Drive,
West Des Moines, IA, 50266
$297,272,6251558
A percentage of AUM, Fixed fees
11

5810 Grand Ave,
West Des Moines, IA, 50266
$286,508,6351118
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
$241,825,07316096
A percentage of AUM, Hourly charges, Performance Based
13

1441 29th Street Ste 310,
West Des Moines, IA, 50266
$210,441,52410565
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
$171,948,8359302
A percentage of AUM, Hourly charges
15

4401 Westown Parkway, Suite 370
West Des Moines, IA, 50266
$112,218,6633582
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
View Full Profile

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
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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
View Full Profile

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