Firm
Syverson Strege
West Des Moines, Iowa
Fee-only
Syverson Strege at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 14 advisors are listed here; 13 of 14 hold the CFP.
- Its Form ADV reports 15 employees and 523 individual clients, 296 of them high net worth.
- Its average account is about $460,000 (assets it manages divided by its 1,979 accounts).
Facts
| Based in | West Des Moines, Iowa |
|---|---|
| Website | onlyworkforyou.com |
| [email protected] | |
| Phone | (515) 225-6000 |
Syverson Strege fees
Syverson Strege doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $911 million |
| Individual clients | 227 |
| High-net-worth clients | 296 |
| Accounts managed | 1,979 |
| Employees | 15 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-54959) |
| Financial planning | Offered |
| Form ADV filed | July 13, 2026 |
| SEC record | CRD 109228 |