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Advisor

Damian Beard

Syverson Strege · West Des Moines, Iowa

Damian Beard is a fee-only financial advisor at Syverson Strege in West Des Moines, Iowa, who holds the CFP credential. Syverson Strege reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmSyverson Strege
Based in West Des Moines, Iowa
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$910.8M across 1,979 accounts
CredentialsCFP
SEC registration Investment adviser representative in IA · CRD 7032866
Exams passedSeries 66 (2022)
Firm size15 employees
Disclosures None reported
Websitewww.onlyworkforyou.com

How Damian's firm compares

  • Syverson Strege's average account is about $460,000, from its Form ADV (assets managed divided by 1,979 accounts).

What fee-only advisors charge

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Questions about Damian

Is Damian Beard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Damian holds no broker registration, and Syverson Strege reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Damian charge for financial advice?

Damian's firm, Syverson Strege, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Damian Beard based?

Damian Beard is based in West Des Moines, Iowa.

What credentials does Damian Beard hold?

Damian Beard holds the CFP credential.

Is Damian Beard registered with the SEC?

Yes. Damian Beard is registered as an investment adviser representative in IA (CRD 7032866), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Syverson Strege manage?

Syverson Strege reports $910.8M across 1,979 accounts in assets under management.

How do I contact Damian Beard?

Through Damian's website, www.onlyworkforyou.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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