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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 Local is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Local & pick the one as per your needs

How To Find The Best Financial Advisors in Local,
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Local, , FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Local, , along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Local, have an average of 15 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 Local,

Jason Thrap

Northwestern Mutual

515-697-4680

Address

1245 Jordan Creek Parkway,
Suite 200,
West Des Moines, IA 50266 See Details

Jim Wilterdink

360 Financial Planning Group

515-966-9333

Address

11888 SE 64th Ave.,
PO Box 10,
Runnells, IA 50237 See Details

Top Financial Advisor Firms in Local, (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	$6,512,036,820	7	A Percentage of AUM
FOSTER GROUP, INC. 6601 Westown Parkway, Suite 100 West Des Moines, IA, 50266	107148	$3,083,295,163	5768	A Percentage of AUM, Hourly charges, Fixed Fees
GILBERT & COOK, INC. 5058 Grand Ridge Drive, West Des Moines, IA, 50265	283112	$973,601,625	2648	A Percentage of AUM, Hourly charges, Fixed Fees
SYVERSON STREGE 4125 Westown Parkway, Suite 104 West Des Moines, IA, 50266	109228	$665,694,138	1973	A Percentage of AUM, Hourly charges, Fixed Fees
RETIRERIGHT CONSULTING GROUP 1200 Valley West Drive, Suite 707 West Des Moines, IA, 50266	300925	$504,547,358	514	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	$346,194,031	979	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
LEGACY BRIDGE PRIVATE FAMILY OFFICES 4601 Westown Parkway, Suite 220 West Des Moines, IA, 50266	282261	$292,561,807	107	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (FAMILY OFFICE FEES)
BALLAST CAPITAL ADVISORS, LLC 1200 Office Plaza Drive, West Des Moines, IA, 50266	282369	$273,916,175	140	Fixed Fees
COMPASS FINANCIAL SERVICES 4801 Westown Parkway, West Des Moines, IA, 50266	109441	$254,485,742	1588	A Percentage of AUM, Hourly charges
VALIANT WEALTH, LLC 3408 Woodland Ave, Suite 204 West Des Moines, IA, 50266	146911	$250,112,886	524	A Percentage of AUM, Fixed Fees, Performance Based
RIVER GLEN WEALTH COUNSELORS 2600 Westown Parkway, Suite 346 West Des Moines, IA, 50266	147012	$241,859,281	586	A Percentage of AUM, Hourly charges, Fixed Fees
BOYLE CAPITAL 1230 Office Plaza Drive, West Des Moines, IA, 50266-2300	132416	$238,059,942	1693	A Percentage of AUM, Hourly charges, Performance Based
MIDWEST HERITAGE FINANCIAL ADVISORS 3580 Ep True Parkway, West Des Moines, IA, 50265	306308	$223,047,510	491	A Percentage of AUM, Hourly charges, Fixed Fees
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC 1441 29th Street Ste 310, West Des Moines, IA, 50266	307987	$164,488,430	1021	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	$126,334,555	751	A Percentage of AUM, Hourly charges

Select other cities around Local, to broaden your search for a financial advisor

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Local,

How To Find The Best Financial Advisors in Local, Last Updated - 13-Jun-2023

List of Qualified Financial Advisors in Local,

Jason Thrap

Northwestern Mutual

Address

Jim Wilterdink

360 Financial Planning Group

Address

Top Financial Advisor Firms in Local, (Ranked by AUM)

Select other cities around Local, to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Local,
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy