Clay Budach
Custom Wealth Planners · Ankeny, Iowa
Clay Budach is a fee-only financial advisor at Custom Wealth Planners in Ankeny, Iowa, who holds the CFP credential. Custom Wealth Planners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Custom Wealth Planners |
|---|---|
| Based in | Ankeny, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $102.4M across 349 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA · CRD 6947070 |
| Exams passed | Series 63 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.customwealthplanners.com |
How Clay's firm compares
- Custom Wealth Planners's average account is about $293,000, from its Form ADV (assets managed divided by 349 accounts).
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Questions about Clay
Is Clay Budach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clay holds no broker registration, and Custom Wealth Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clay charge for financial advice?
Clay's firm, Custom Wealth Planners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Clay Budach based?
Clay Budach is based in Ankeny, Iowa.
What credentials does Clay Budach hold?
Clay Budach holds the CFP credential.
Is Clay Budach registered with the SEC?
Yes. Clay Budach is registered as an investment adviser representative in IA (CRD 6947070), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Custom Wealth Planners manage?
Custom Wealth Planners reports $102.4M across 349 accounts in assets under management.
How do I contact Clay Budach?
Through Clay's website, www.customwealthplanners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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