Foster Group, Inc. is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $2,964,084,793 of assets under management and employs about 75 people. Foster Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Syverson Strege is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $518,673,688 of assets under management and employs about 14 people. Syverson Strege uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Wealth Advisors of Iowa, LLC is a registered investment adviser firm established in March 2020, previously registered as a state adviser in Iowa. The firm specializes in portfolio management, financial planning, and retirement plan services. Wealth Advisors of Iowa acts as a fiduciary under ERISA and provides investment advice in the client's best interest. The firm offers various investment advisory services, including a Wrap Fee Program. Investment strategies include long term trading, short term trading, short sales, and options trading. The firm uses methods such as charting analysis, fundamental analysis, technical analysis, cyclical analysis, quantitative analysis, and modern portfolio theory. Clients have the option to grant limited discretionary trading authority to Wealth Advisors of Iowa. The firm does not exercise proxy-voting authority over client securities. Wealth Advisors of Iowa does not have any disciplinary history and maintains custody of client assets through qualified custodians. Fees for portfolio management services can be up to 1.5% of total assets under management. Financial planning fees range from hourly fees to asset-based fees up to 1.5%. The firm may receive compensation from referrals to other investment advisers and marketing activities. Clients are assured of privacy and data protection through various security measures and protocols. Wealth Advisors of Iowa provides transparency regarding its practices and maintains compliance with regulatory requirements. For more information, clients can contact Kellie Masters at 515-219-4835 or [email protected].

Legacy Bridge Private Family Offices, established in 2015 by Michael T. Zuendel and Tim Kadlec, specializes in serving high-net-worth families and individuals as a family office. The firm offers investment management services, developing investment objectives and asset allocation plans to minimize volatility and enhance diversification. Additionally, they provide private family office services, including administrative support, financial reporting, philanthropic planning, and overseeing complex trusts and partnerships. Legacy Bridge typically manages client assets on a fully discretionary basis, tailored to each family's unique needs and priorities. The firm charges advisory fees based on a fee schedule agreed upon with the client, generally representing a maximum of 1% of assets under management. Legacy Bridge encourages diversification to reduce risk and does not guarantee specific investment outcomes. The firm also offers performance-based fee arrangements for certain clients, subject to approval on a case-by-case basis. Legacy Bridge acts as a fiduciary, placing clients' interests above their own and following a Code of Ethics. The firm has no disciplinary events to report and recommends Schwab as a custodian for client assets. Clients have the option to direct brokerage and Legacy Bridge may aggregate orders to reduce execution costs. The firm provides regular account reviews and has the authority to vote proxies on behalf of clients. Legacy Bridge's team includes experienced professionals like Tim Kadlec, Chief Investment Officer, and Stephen Musser, Portfolio Manager, who bring decades of financial industry expertise to the firm.

River Glen Wealth Counselors is a Registered Investment Adviser established in 2008, located in West Des Moines, Iowa. The firm, now owned by Mercer Global Advisors Inc., offers personalized wealth management services, acting as a fiduciary to act in the best interest of clients. Services include Financial and Tax Planning, Risk Planning, and Investment Planning, with fees based on assets under management, hourly rates, or fixed fees. The firm primarily recommends Exchange Traded Funds (ETFs) and offers financial planning modules covering budget analysis, retirement analysis, education analysis, insurance analysis, risk profile analysis, and basic estate planning analysis. River Glen Wealth Counselors manages $239,043,125 in client assets on a discretionary basis and $2,816,156 on a non-discretionary basis. The firm requires a minimum of $500,000 to open and maintain an advisory account, which may be waived based on client potential. Clients may grant discretionary authority for account management, with fees payable monthly or quarterly based on account value. The firm does not charge performance-based fees and offers services to individuals, pension plans, trusts, and more. River Glen Wealth Counselors does not have any disciplinary events to disclose and does not accept compensation from non-clients. Clients' funds and securities are held with a qualified custodian, and the firm does not have physical custody over client assets. The firm reviews accounts semi-annually and does not vote on client securities. River Glen Wealth Counselors prioritizes client privacy and maintains strict policies to safeguard personal information.

Valiant Wealth, LLC is a registered investment adviser established in 2008, based in West Des Moines, Iowa. The firm specializes in providing investment supervisory services, financial planning, and due diligence services to high-net-worth individuals, pension plans, pooled investment vehicles, and charitable organizations. Valiant Wealth operates as a fiduciary when advising clients on retirement accounts, ensuring advice is in the client's best interest. The firm offers tailored services based on each client's financial situation and risk tolerance, with a minimum account size typically set at $100,000. Investment strategies include a "buy and hold" approach, utilizing model portfolios for asset allocation. Valiant Wealth charges advisory fees based on a percentage of assets under management, with fees paid quarterly in arrears. The firm does not participate in wrap fee programs and manages over $382 million in client assets. Valiant Wealth does not accept compensation for the sale of securities but may receive fees from pooled investment vehicles it manages. The firm's Chief Compliance Officer oversees personal trading reviews to ensure compliance with the Code of Ethics. Valiant Wealth provides quarterly account performance reports and conducts annual formal account reviews. The firm does not accept voting authority for client securities. Valiant Wealth maintains financial conditions to meet contractual commitments and has not been subject to bankruptcy petitions in the past ten years. For more information, visit https://www.valiantwealth.com.

Vivid Wealth Management, LLC is a Limited Liability Company established in July 2021, with the owner being Vivid Tax Advisory Services, LLC, owned by Cameron Dale McCarty. The firm offers portfolio management services tailored to individual client goals, financial planning, and educational seminars. They request discretionary authority from clients for investment decisions, acting as fiduciaries. Portfolio management fees range from 0.60% to 1.50% based on assets under management. Financial planning fees are hourly, ranging from $150 to $250. Clients have the option to terminate agreements within specified periods. VWML primarily advises on mutual funds, fixed income securities, and ETFs. The firm uses various methods of analysis and investment strategies, including charting analysis and modern portfolio theory. VWML does not accept performance-based fees and generally serves individual and high-net-worth clients with no minimum account size. The firm conducts periodic reviews of client accounts and does not accept third-party compensation for securities sales. VWML provides detailed information on risks associated with different investment types and strategies. Clients receive monthly account reports and financial plans. The firm does not participate in wrap fee programs and requires clients to use Charles Schwab & Co., Inc. Advisor Services as the custodian.

Retireright Consulting Group is a financial advisory firm based in West Des Moines, Iowa. It currently has approximately $111,671,853 of assets under management and employs about 4 people. Retireright Consulting Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Iowa Wealth Management, LLC is a registered investment adviser specializing in wealth management services since 2017. The firm, led by Jonathan Glaser, offers financial planning and personalized investment management services to various clients, including individuals, retirement plans, trusts, and corporations. As a fiduciary, Iowa Wealth is committed to acting in the best interest of clients at all times. Clients have the option to impose restrictions on certain securities in their portfolios. The firm provides financial planning services covering various aspects such as cash flow management, retirement planning, and tax planning. Investment management services include creating tailored investment portfolios with full discretionary authority granted to Iowa Wealth, allowing for continuous supervision and rebalancing based on market conditions and client circumstances. Iowa Wealth typically advises on a range of investments, including exchange-listed securities, mutual funds, and ETFs. The firm may use fundamental and technical analysis, historical quantitative data, and computerized portfolio models to assist in decision-making. Clients' assets are managed on a discretionary basis, with Iowa Wealth having the authority to trade without prior client approval. The firm charges a flat hourly rate for financial planning services and an annual fee for portfolio management services, with no minimum account size required. Clients' assets are held with a qualified custodian, and fees are billed monthly based on the market value of assets. Iowa Wealth does not participate in performance-based fees and primarily manages accounts on a discretionary basis. Clients are encouraged to review account statements for accuracy, and the firm does not vote proxies on behalf of clients. Jonathan Glaser and Libby Glaser Johnson are responsible for client reviews, which are conducted quarterly. The firm does not have physical custody of client funds, and clients are provided with quarterly reports detailing portfolio returns. Iowa Wealth does not compensate for client referrals and primarily recommends establishing brokerage accounts with Schwab Institutional. The firm's Chief Compliance Officer, Jonathan Glaser, oversees the supervision of all activities and conducts annual reviews of investment strategies and market conditions.