Fee-only adviser · West Des Moines, IA
The Planners Professional Services, Inc.
The Planners Professional Services, Inc. is a fee-only investment adviser registered with the securities regulator of Iowa, with its main office in West Des Moines, Iowa. On its latest Form ADV, filed March 28, 2024, it reports 37 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Iowa |
|---|---|
| Firm CRD number | 108195 · SEC file 801-57936 |
| Office | 1012 Grand Avenue West Des Moines, IA 50265 |
| Phone | (515) 224-0149 |
| Website | www.plannersgroup.com |
| Regulatory assets under management | Not reported |
| Individual clients | 24 non-high-net-worth, 13 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Hourly, Fixed fee, Other |
| Services | Financial planning |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 28, 2024 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in West Des Moines
- Five Talents Financial Management Group LLC $256M
- Syverson Strege $911M
- Boyle Capital $342M
- BSC Capital Partners, LLC $126M
- Valiant Wealth, LLC $423M
- Iowa Wealth Management, LLC $124M
See all 10 fee-only advisers in West Des Moines →
Nearby
- Clive 5 firms
- Waukee 1 firm
- Urbandale 4 firms
- Windsor Heights 1 firm
- Des Moines 7 firms
- Johnston 3 firms
- Ankeny 2 firms
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