Find a Financial Advisor in Urbandale, IA

 

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

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We Only Work With The Best Urbandale 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 Urbandale, IA


  • Financial Advisor Close to Urbandale, 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 Urbandale, 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 Urbandale, IA

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

  • Population: 43,441
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $249,900
  • Average Monthly Housing Cost: $1,263
  • Average Household Income: $111,703
  • 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 Urbandale, IA

 

BROKERS FINANCIAL

Website

(877) 886-1939

4135 Nw Urbandale Dr

Urbandale, IA 50322

SEC#: 801-69742
Years in Business: 12 years

MOKOSAK ADVISORY GROUP, LLC

Website

(515) 223-5404

2900 100th Street Suite 102

Urbandale, IA 50322

SEC#: 801-110319
Years in Business: 4 years

INDEPENDENT WEALTH NETWORK, INC.

Website

(515) 255-3354

2763 86th Street

Urbandale, IA 50322

SEC#: 801-110559
Years in Business: 4 years

HONKAMP KRUEGER FINANCIAL SERVICES INC

Website

(515) 664-8309

6200 Aurora Avenue
#600W
Urbandale, IA 50322

SEC#: 801-50939
Years in Business: 25 years

ROYAL FUND MANAGEMENT, LLC

Website

(866) 204-7712

2545 106th St

Urbandale, IA 50322

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

ROYAL FUND MANAGEMENT, LLC

Website

(866) 204-7712

2545 106th St

Urbandale, IA 50322

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

INDEPENDENT WEALTH NETWORK, INC.

Website

(515) 255-3354

Dv Financial
2763 86th Street
Urbandale, IA 50322

SEC#: 801-110559
Years in Business: 4 years

ROYAL FUND MANAGEMENT, LLC

Website

(866) 204-7712

2545 106th St

Urbandale, IA 50322

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

ROYAL FUND MANAGEMENT, LLC

Website

(866) 204-7712

2545 106th St

Urbandale, IA 50322

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

 


Urbandale, IA Financial Advisor FAQs

They usually charge 3-7% of assets under management, so plan on paying a minimum of $5,000 a year.
A financial advisor typically helps a client identify their goals, which vary broadly from building an emergency fund to securing a comfortable retirement. Once they do that, they work to develop a realistic strategy for reaching those goals, often combining both strategies and mutual funds in order to provide the broadest possible protection for clients.
Here are some questions that can help: What is your process for determining if I am on the right path? Should I save more money? Will my goals change overtime? What would you recommend if they do change overtime?
If you want to make better decisions with your money and achieve financial freedom, then yes. It’s good for anyone who wants peace of mind and would like some help setting up a solid future plan for them and their family.