W Wellspent
Wellspent public graph/Locations/United States/Iowa/West Des Moines

Fee-only financial advisors in West Des Moines, Iowa

Which fee-only financial advisor should I talk to in West Des Moines?

Start with a fee-only advisor in West Des Moines whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jason Gunkel of Syverson Strege, Nathan Nicolaisen of Redspire Wealth Management, LLC and Jonathan Glaser of Iowa Wealth Management, chosen for their credentials and fees on file.

Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Jason Gunkel Syverson Strege Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
  • Nathan Nicolaisen Redspire Wealth Management, LLC Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
  • Jonathan Glaser Iowa Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
  • Emily Koonce Boyle Capital Holds the CFP. Fees on file: percentage of assets, hourly.
  • Joseph Hart Hart Wealth Management Holds the CFP. Fees on file: percentage of assets, fixed fees.
  • Douglas Vander Weide Valiant Wealth Holds the CFP. Fees on file: percentage of assets, fixed fees.

By the numbers

Advisors listed
28
Firms
7
Hold the CFP
68%
  • Other credentials: CFA 11% · ChFC 4%
  • How they charge (of 28 with fees on file): percentage of assets 100% · hourly 82% · fixed fees 75% · performance-based fees 25%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Find an advisor in West Des Moines by what you need

Find an advisor in Iowa by fee, assets, or credential

Questions about fee-only advisors in West Des Moines

How many fee-only advisors in West Des Moines are there?

The Wellspent public graph lists 28 fee-only advisors in West Des Moines, at 7 firms. We counted every advisor record that fits, as of October 2026.

What do fee-only advisors in West Des Moines focus on?

The most common focus among fee-only advisors in West Des Moines is retirement planning (5), followed by retirees (4) and estate planning (3). Advisors can list more than one.

How do fee-only advisors in West Des Moines charge?

All 28 fee-only advisors in West Des Moines with fees on file charge a percentage of assets. Many use more than one: 82% charge by the hour and 75% charge fixed fees.

How many fee-only advisors in West Des Moines hold the CFP?

68% of the 28 fee-only advisors in West Des Moines hold the CFP certification, based on the credentials listed on each record.

Does Iowa tax income on top of federal tax?

Yes. Iowa has a state income tax, so a financial plan for a Iowa resident should project it alongside federal tax.

How current is this list of fee-only advisors in West Des Moines?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

All 28 advisors in West Des Moines

Fee-only advisors in West Des Moines, Iowa: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jason Gunkel Syverson Strege West Des Moines CAP, CFA, CFP, AEP Percentage of assets, Hourly
Nathan Nicolaisen Redspire Wealth Management, LLC West Des Moines CFP, MBA Ongoing planning fee, One-time planning fee
Joseph Hart Hart Wealth Management West Des Moines CFP Percentage of assets, Fixed fees
Jonathan Glaser Iowa Wealth Management West Des Moines CFP Percentage of assets, Hourly
Elizabeth Johnson Iowa Wealth Management West Des Moines Not listed Percentage of assets, Hourly
Cameron Pietzsch Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Damian Beard Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Douglas Vander Weide Valiant Wealth West Des Moines CFP Percentage of assets, Fixed fees
Emily Koonce Boyle Capital West Des Moines CFP Percentage of assets, Hourly
Jennifer Scheck Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Johnne Syverson Syverson Strege West Des Moines CFP, ChFC Percentage of assets, Hourly
Lance Gunkel Syverson Strege West Des Moines CFP, CFA Percentage of assets, Hourly
Lance Knaack Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Matthew Roberts Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Michael Jiskoot Valiant Wealth West Des Moines CFP Percentage of assets, Fixed fees
Ryan Simpson Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Tanner Sprouse Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Teresa Baumann Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Tim Roemmich Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Wayne Johnson Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Kevin McLean Syverson Strege West Des Moines CFA Percentage of assets, Hourly
Alec Jackson Valiant Wealth West Des Moines Not listed Percentage of assets, Fixed fees
Brian Boyle Boyle Capital West Des Moines Not listed Percentage of assets, Hourly
Cory Millmier BSC Capital Partners West Des Moines Not listed Percentage of assets, Hourly
David Merritt Boyle Capital West Des Moines Not listed Percentage of assets, Hourly
Jason Shaw BSC Capital Partners West Des Moines Not listed Percentage of assets, Hourly
Matthew Evans BSC Capital Partners West Des Moines Not listed Percentage of assets, Hourly
Ryan O'Hare Boyle Capital West Des Moines Not listed Percentage of assets, Hourly

Want a shorter list in West Des Moines?

Tell us what you need and we'll narrow West Des Moines's 28 advisors to the few who fit.

Get matched in 2 minutes

More cities in Iowa