Find a Financial Advisor in Des Moines, IA

 

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

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We Only Work With The Best Des Moines Financial Advisors


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

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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 Des Moines, IA


  • Financial Advisor Close to Des Moines, 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 Des Moines, 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 Des Moines, IA

We evaluated over 13,000 RIA firms to bring you the best of the best Des Moines financial advisors.
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How Retirement-Friendly is Des Moines, IA?

  • Population: 215,636
  • % of Population 62 Years and Over: 15.3%
  • Average Home Value: $138,300
  • Average Monthly Housing Cost: $942
  • Average Household Income: $69,074
  • 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 Des Moines, IA

 

DMKC ADVISORY SERVICES, LLC

Website

(515) 221-1133

3900 Ingersoll Avenue
Suite 300
Des Moines, IA 50312

SEC#: 801-68395
Years in Business: 14 years

RIA ADVISORY GROUP, LLC

Website

(515) 965-8585

500 Sw 7th Street
Suite 305
Des Moines, IA 50309

SEC#: 801-117837
Years in Business: 2 years

PRINCIPAL ADVISED SERVICES

Website

(877) 543-2996

655 9th Street

Des Moines, IA 50309

SEC#: 801-114432
Years in Business: 3 years

PRINCIPAL GLOBAL INVESTORS

Website

(800) 533-1390

801 Grand Ave

Des Moines, IA 50392

SEC#: 801-55959
Years in Business: 23 years

PRINCIPAL REAL ESTATE INVESTORS LLC

Website

(180) 053-1390

801 Grand Ave

Des Moines, IA 50392

SEC#: 801-55618
Years in Business: 22 years

WEST FINANCIAL ADVISORS, L.L.C.

Website

(515) 284-1011

111 East Grand, Suite 412

Des Moines, IA 50309

SEC#: 801-109976
Years in Business: 4 years

LEGACY FINANCIAL GROUP

Website

(515) 255-3306

6000 Grand Avenue
Suite B
Des Moines, IA 50312

SEC#: 801-79803
Years in Business: 7 years

PRINCIPAL SECURITIES, INC.

Website

(888) 774-6267

655 9th Street

Des Moines, IA 50309

SEC#: 801-54949
Years in Business: 24 years

VOYA FINANCIAL ADVISORS, INC.

Website

(180) 035-2906

699 Walnut Street
Suite 1000
Des Moines, IA 50309

SEC#: 801-46585
Years in Business: 27 years

 


Des Moines, IA Financial Advisor FAQs

Financial advisors work with your personal financial situation to design an approach that best fits you. They make suggestions on how to reduce your debt, maximize your savings, and plan for retirement.
You may need a financial advisor depending on the complexity of your personal finances, whether you are managing an investment portfolio, or if you have investments outside of your 401k. It's always best to meet with a professional who can discuss your financial goals and objectives in detail.
There are several different ways of structuring fees for financial advisors. The most common fee structures used are on a flat-fee basis, hourly rate, or commission-based with an annual percentage charge.
Finding a good financial advisor is like finding any other service provider these days - by asking friends, online reviews, and companies you trust.