Find a Financial Advisor in Clive, IA

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Clive, IA.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Clive Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Clive, IA


  • Financial Advisor Close to Clive, IA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Clive, IA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Clive, IA

We evaluated over 13,000 RIA firms to bring you the best of the best Clive financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Clive, IA?

  • Population: 17,167
  • % of Population 62 Years and Over: 18.1%
  • Average Home Value: $259,100
  • Average Monthly Housing Cost: $1,441
  • Average Household Income: $130,374
  • Iowa Total Tax Burden: 9.26% (13th Highest in U.S.)
  • Iowa Property Tax: 3.39% (14th Highest in U.S.)
  • Iowa Individual Income Tax: 2.53% (18th Highest in U.S.)
  • Iowa Sales and Excise Tax: 3.34% (25th Highest in U.S.)



The Top Financial Advisor Firms in Clive, IA

 

PALADIN WEALTH PARTNERS

Website

(515) 348-6080

13375 University Avenue, Suite 300

Clive, IA 50325

SEC#: 801-112430
Years in Business: 3 years

ROYAL FUND MANAGEMENT, LLC

Website

(515) 554-9201

12951 University Ave
#120-A
Clive, IA 50325

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(515) 554-9201

12951 University Ave
#120-A
Clive, IA 50325

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(515) 554-9201

12951 University Ave
#120-A
Clive, IA 50325

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(515) 554-9201

12951 University Ave
#120-A
Clive, IA 50325

SEC#: 801-77918
Years in Business: 8 years

LINCOLN FINANCIAL SECURITIES CORPORATION

Website

(515) 225-8225

1351 Nw 114th Street

Clive, IA 50325

SEC#: 801-23151
Years in Business: 36 years

LINCOLN FINANCIAL SECURITIES CORPORATION

Website

(515) 273-5120

1350 Nw 138th Street
Suite 300
Clive, IA 50325

SEC#: 801-23151
Years in Business: 36 years

IFP ADVISORS, LLC

Website

(800) 693-0138

12035 University Ave
Suite 100
Clive, IA 50325

SEC#: 801-69511
Years in Business: 13 years

IFP ADVISORS, LLC

Website

(800) 693-0138

12035 University Ave
Suite 100
Clive, IA 50325

SEC#: 801-69511
Years in Business: 13 years

 


Clive, IA Financial Advisor FAQs

A financial advisor is an expert in finance who counsels their clients on various aspects of economic activity, including retirement planning, investing , taxes, insurance and estate planning.
Financial advisors provide financial advice and reviews on investments. They can help you establish a long-term financial strategy as well as investment portfolio tailored for your personal situation, so they can be helpful if you have an interest in investing or planning for retirement.
To make a choice, start by knowing your financial priorities. Are you trying to grow capital? Reduce debt? Protect yourself from risk? Choose the advisor who's qualified in areas you feel confident about - do they have access to investments that will help you reach your goals, or are they licensed for insurance that will help protect you against life emergencies? Evaluate their track record - are they successful at providing investors with return on investment, generating savings, helping people manage risk in uncertain markets? Pick an advisor whose experience matches up with what matters to you most.
Financial advisors need to be licensed and registered by various government regulatory organizations.