Find The Best Financial Advisors in West Des Moines, Iowa

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in West Des Moines is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in West Des Moines & pick the one as per your needs

How To Find The Best Financial Advisors in West Des Moines, Iowa
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in West Des Moines, Iowa, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 17 non-vetted financial advisors in West Des Moines, Iowa, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in West Des Moines, Iowa have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in West Des Moines, Iowa

Cory Watson

Private Wealth Management

319-524-2201

Address

West Glen,
West Des Moines, IA 50266 See Details

Top Financial Advisor Firms in West Des Moines, Iowa (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway, West Des Moines, IA, 50266	321109	$11,358,738,764	8	A percentage of AUM
FOSTER GROUP, INC. 6601 Westown Parkway, Suite 100 West Des Moines, IA, 50266	107148	$3,238,513,168	4626	A percentage of AUM, Hourly charges, Fixed fees
GILBERT & COOK, INC. 5058 Grand Ridge Drive, West Des Moines, IA, 50265	283112	$1,197,704,959	3219	A percentage of AUM, Hourly charges, Fixed fees
SYVERSON STREGE 4125 Westown Parkway, Suite 104 West Des Moines, IA, 50266	109228	$900,472,120	2174	A percentage of AUM, Hourly charges, Fixed fees
RETIRERIGHT CONSULTING GROUP 1200 Valley West Drive, Suite 707 West Des Moines, IA, 50266	300925	$585,779,060	478	A percentage of AUM, Hourly charges, Fixed fees
WEALTH ADVISORS OF IOWA, LLC 1601 West Lakes Parkway, Suite 200 West Des Moines, IA, 50266	115088	$398,758,245	471	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
COMPASS FINANCIAL SERVICES 4801 Westown Parkway, West Des Moines, IA, 50266	109441	$333,738,881	1806	A percentage of AUM, Hourly charges
MIDWEST HERITAGE FINANCIAL ADVISORS 3580 Ep True Parkway, West Des Moines, IA, 50265	306308	$314,203,732	571	A percentage of AUM, Hourly charges, Fixed fees
VALIANT WEALTH, LLC 3408 Woodland Ave, Suite 204 West Des Moines, IA, 50266	146911	$312,106,600	574	A percentage of AUM, Fixed fees, Performance Based
BALLAST CAPITAL ADVISORS, LLC 1200 Office Plaza Drive, West Des Moines, IA, 50266	282369	$297,272,625	155	A percentage of AUM, Fixed fees
LEGACY BRIDGE PRIVATE FAMILY OFFICES 5810 Grand Ave, West Des Moines, IA, 50266	282261	$286,508,635	111	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (FAMILY OFFICE FEES)
BOYLE CAPITAL 1230 Office Plaza Drive, West Des Moines, IA, 50266-2300	132416	$241,825,073	1609	A percentage of AUM, Hourly charges, Performance Based
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC 1441 29th Street Ste 310, West Des Moines, IA, 50266	307987	$210,441,524	1056	A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES FROM OTHER ADVISORS)
VIVID WEALTH MANAGEMENT, LLC 2600 Westown Parkway, Suite 150 West Des Moines, IA, 50266	322974	$171,948,835	930	A percentage of AUM, Hourly charges
IOWA WEALTH MANAGEMENT, LLC 4401 Westown Parkway, Suite 370 West Des Moines, IA, 50266	286435	$112,218,663	358	A percentage of AUM, Hourly charges

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