{
  "path": "/advisors/ia/des-moines/for-charities",
  "url": "https://advisorcensus.com/advisors/ia/des-moines/for-charities",
  "page_type": "metro_answer",
  "title": "Financial advisors for charitable organizations in Des Moines, IA",
  "filters": {},
  "scope_total": 24,
  "faq": [
    {
      "q": "Which financial advisors in Des Moines, IA work with charitable organizations?",
      "a": "24 investment advisory firms with a principal office in the Des Moines metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one."
    },
    {
      "q": "How many financial advisory firms are there in Des Moines, IA?",
      "a": "AdvisorCensus lists 77 investment advisory firms with a principal office in the Des Moines metro area, from Form ADV filings as of October 2026: 45 SEC-registered, 27 state-registered, and 5 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Des Moines, IA?",
      "a": "21 of the 77 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Des Moines, IA offer financial planning?",
      "a": "58 of the 72 firms in Des Moines, IA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Des Moines, IA fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 21 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 24 investment advisory firms with a principal office in the Des Moines metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.",
  "about_market": "Des Moines has 77 investment advisory firms with a principal office in the metro area as of October 2026: 45 SEC-registered, 27 state-registered, and 5 exempt reporting advisers. 21 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 26 report under $100 million in regulatory assets under management. The metro area has 294,814 households, 36,597 of them with income of $200,000 or more, or 475 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors for charitable organizations in Des Moines, IA: 24 firms from Form ADV filings as of October 2026.",
  "total_firms": 24,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 21,
    "state": 3,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 5
    },
    {
      "code": "percentage_of_aum",
      "count": 24
    },
    {
      "code": "hourly",
      "count": 17
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 18
    },
    {
      "code": "commissions",
      "count": 2
    },
    {
      "code": "performance_based",
      "count": 4
    },
    {
      "code": "other",
      "count": 5
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 1
    },
    {
      "code": "5_to_9",
      "count": 12
    },
    {
      "code": "10_to_19",
      "count": 5
    },
    {
      "code": "20_plus",
      "count": 6
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 0
    },
    {
      "code": "25m_100m",
      "count": 3
    },
    {
      "code": "100m_500m",
      "count": 8
    },
    {
      "code": "500m_1b",
      "count": 6
    },
    {
      "code": "1b_5b",
      "count": 3
    },
    {
      "code": "over_5b",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "firms": [
    {
      "crd_number": 127158,
      "name": "BTC Capital Management",
      "name_as_filed": "BTC CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/btc-capital-management-des-moines-ia-127158",
      "city": "Des Moines",
      "state": "IA",
      "years_registered": 23,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109441,
      "name": "Compass Financial Services",
      "name_as_filed": "COMPASS FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/compass-financial-services-west-des-moines-ia-109441",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310235,
      "name": "Desla Wealth Management",
      "name_as_filed": "DESLA WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/desla-wealth-management-west-des-moines-ia-310235",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145112,
      "name": "DMKC Advisory Services, LLC",
      "name_as_filed": "DMKC ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/dmkc-advisory-services-llc-des-moines-ia-145112",
      "city": "Des Moines",
      "state": "IA",
      "years_registered": 19,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307987,
      "name": "Five Talents Financial Management Group LLC",
      "name_as_filed": "FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC",
      "url": "https://advisorcensus.com/firm/five-talents-financial-management-group-llc-west-des-moines-ia-307987",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107148,
      "name": "Foster Group, Inc.",
      "name_as_filed": "FOSTER GROUP, INC.",
      "url": "https://advisorcensus.com/firm/foster-group-inc-west-des-moines-ia-107148",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 35,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283112,
      "name": "Gilbert & Cook, Inc.",
      "name_as_filed": "GILBERT & COOK, INC.",
      "url": "https://advisorcensus.com/firm/gilbert-and-cook-inc-west-des-moines-ia-283112",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286262,
      "name": "Independent Wealth Network, Inc.",
      "name_as_filed": "INDEPENDENT WEALTH NETWORK, INC.",
      "url": "https://advisorcensus.com/firm/independent-wealth-network-inc-urbandale-ia-286262",
      "city": "Urbandale",
      "state": "IA",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139627,
      "name": "Integrity Alliance, LLC",
      "name_as_filed": "INTEGRITY ALLIANCE, LLC",
      "url": "https://advisorcensus.com/firm/integrity-alliance-llc-urbandale-ia-139627",
      "city": "Urbandale",
      "state": "IA",
      "years_registered": 17,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286435,
      "name": "Iowa Wealth Management, LLC",
      "name_as_filed": "IOWA WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/iowa-wealth-management-llc-west-des-moines-ia-286435",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115756,
      "name": "Kane Company Wealth Management, Inc.",
      "name_as_filed": "KANE COMPANY WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/kane-company-wealth-management-inc-johnston-ia-115756",
      "city": "Johnston",
      "state": "IA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282261,
      "name": "Legacy Bridge Private Family Offices",
      "name_as_filed": "LEGACY BRIDGE PRIVATE FAMILY OFFICES",
      "url": "https://advisorcensus.com/firm/legacy-bridge-private-family-offices-west-des-moines-ia-282261",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297942,
      "name": "Merkle Retirement Planning",
      "name_as_filed": "MERKLE RETIREMENT PLANNING",
      "url": "https://advisorcensus.com/firm/merkle-retirement-planning-grimes-ia-297942",
      "city": "Grimes",
      "state": "IA",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287538,
      "name": "Mokosak Advisory Group, LLC",
      "name_as_filed": "MOKOSAK ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/mokosak-advisory-group-llc-urbandale-ia-287538",
      "city": "Urbandale",
      "state": "IA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109002,
      "name": "Principal Asset Management",
      "name_as_filed": "PRINCIPAL ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/principal-asset-management-des-moines-ia-109002",
      "city": "Des Moines",
      "state": "IA",
      "years_registered": 27,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109008,
      "name": "Principal Real Estate",
      "name_as_filed": "PRINCIPAL REAL ESTATE",
      "url": "https://advisorcensus.com/firm/principal-real-estate-des-moines-ia-109008",
      "city": "Des Moines",
      "state": "IA",
      "years_registered": 26,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 1137,
      "name": "Principal Securities, Inc.",
      "name_as_filed": "PRINCIPAL SECURITIES, INC.",
      "url": "https://advisorcensus.com/firm/principal-securities-inc-des-moines-ia-1137",
      "city": "Des Moines",
      "state": "IA",
      "years_registered": 28,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 258786,
      "name": "Prospective Value Partners LLC",
      "name_as_filed": "PROSPECTIVE VALUE PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/prospective-value-partners-llc-des-moines-ia-258786",
      "city": "Des Moines",
      "state": "IA",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300925,
      "name": "Retireright Consulting Group",
      "name_as_filed": "RETIRERIGHT CONSULTING GROUP",
      "url": "https://advisorcensus.com/firm/retireright-consulting-group-west-des-moines-ia-300925",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109228,
      "name": "Syverson Strege",
      "name_as_filed": "SYVERSON STREGE",
      "url": "https://advisorcensus.com/firm/syverson-strege-west-des-moines-ia-109228",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 29,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288676,
      "name": "Uncommon Wealth Partners, LLC",
      "name_as_filed": "UNCOMMON WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/uncommon-wealth-partners-llc-ankeny-ia-288676",
      "city": "Ankeny",
      "state": "IA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146911,
      "name": "Valiant Wealth, LLC",
      "name_as_filed": "VALIANT WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/valiant-wealth-llc-west-des-moines-ia-146911",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115088,
      "name": "Wealth Advisors of Iowa, LLC",
      "name_as_filed": "WEALTH ADVISORS OF IOWA, LLC",
      "url": "https://advisorcensus.com/firm/wealth-advisors-of-iowa-llc-west-des-moines-ia-115088",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313185,
      "name": "Wilon Wealth Management",
      "name_as_filed": "WILON WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/wilon-wealth-management-urbandale-ia-313185",
      "city": "Urbandale",
      "state": "IA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ia",
      "label": "Financial advisors in Iowa"
    },
    "metro": {
      "path": "/advisors/ia/des-moines",
      "label": "Financial advisors in Des Moines, IA"
    },
    "city_pages": [
      {
        "path": "/advisors/ia/des-moines/west-des-moines",
        "label": "Financial advisors in West des Moines, IA",
        "firm_count": 26
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/ia/des-moines/fee-only",
        "label": "Fee-only financial advisors in Des Moines, IA",
        "firm_count": 21
      },
      {
        "path": "/advisors/ia/des-moines/flat-fee",
        "label": "Flat-fee financial advisors in Des Moines, IA",
        "firm_count": 50
      },
      {
        "path": "/advisors/ia/des-moines/hourly",
        "label": "Hourly financial advisors in Des Moines, IA",
        "firm_count": 46
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/ia/des-moines/for-high-net-worth-individuals",
        "firm_count": 62,
        "label": "Financial advisors for high-net-worth individuals in Des Moines, IA"
      },
      {
        "path": "/advisors/ia/des-moines/for-retirement-plans",
        "firm_count": 23,
        "label": "Financial advisors for retirement plans in Des Moines, IA"
      },
      {
        "path": "/advisors/ia/des-moines/for-businesses",
        "firm_count": 24,
        "label": "Financial advisors for businesses in Des Moines, IA"
      },
      {
        "path": "/advisors/ia/des-moines/no-account-minimum",
        "firm_count": 14,
        "label": "Financial advisors with no account minimum in Des Moines, IA"
      }
    ],
    "niche_pages": []
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}