Syverson Strege fees and pricing

Financial planner in West Des Moines, Iowa. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 13, 2026, Syverson Strege charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “These services will be invoiced at up to an hourly rate of $400 and will be invoiced after the service is provided.”

Payment and refund terms, quoted from the fee section of the brochure.

“The automated investment program (the “Program”) will typically not include financial planning services and is billed on the “Investment Management Fee Schedule” as described previously.”
“For those clients in the Program that does include financial planning services the fees will be billed on the “Wealth Management Fee Schedule” as described previously.”
“As indicated above, some financial planning and other project fees are collected in advance while all asset management services for publicly traded securities are billed monthly in arrears as a percent of assets under management.”

Its hourly rate of $400 is above the Iowa median of $250. 89% of the 47 other Iowa planners that publish an hourly rate charge less.
8 of the 8 other planners in West Des Moines that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: No minimum stated in brochure
Clients: 523
Employees: 15
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed: $910,833,028
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 109228
Website: youtube.com/user/syversonstrege (opens in new tab)
Phone: (515) 225-6000

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.