Top financial advisors in Urbandale, IA
We’ve curated a list of the best financial advisors in Urbandale, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$161,231,701
Number of advisors
5 advisors
| $161,231,701 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Urbandale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Urbandale. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Wilon Wealth Management
Wilon Wealth Management is a registered investment advisor established in March 2007 and registered as an Investment Advisory Firm in April 2021. The firm's principal owners are Matthew Onstot and Jason Wiltse. Wilon is a fiduciary, obligated to act in the client’s best interest at all times. The firm offers financial planning services covering retirement, estate, investment, tax, risk management, charitable, and education planning. Wilon provides asset management services tailored to individual client goals, objectives, time horizon, and risk tolerance. The firm may engage third-party money managers with discretion over client accounts, subject to client-imposed restrictions. Wilon advises on various investments, including mutual funds, ETFs, index funds, annuities, real estate investment trusts, college savings plans, alternative investments, and insurance products. Clients are required to have a minimum of $250,000 in investable assets. Fees are based on portfolio management, financial planning, and hourly rates, with fees typically paid quarterly. Wilon does not participate in wrap fee programs and does not accept performance-based fees. The firm conducts periodic reviews of client accounts, provides detailed reports, and upholds a strict Code of Ethics. Wilon prioritizes client privacy and confidentiality, ensuring the protection of non-public personal information.
$161,231,701 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Urbandale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Urbandale. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.