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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail
- Platforms
- ZenithPioneer north +more
- Established Date
- 04-18-2023
- Office Locations
- 1
Office Locations
About Custom Wealth Planners
Custom Wealth Planners is a fee-only, fiduciary firm in Ankeny, IA serving affluent families across the Des Moines metro and Midwest, specializing in retirement and income-distribution planning. They provide integrated financial and tax planning plus ongoing investment management using evidence-based, broadly diversified, tax-efficient portfolios built with low-cost mutual funds and ETFs. Boutique model limits relationships per advisor; custodies with Schwab.
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Owner & Executives
Travis Frederick Allen
Chief Compliance Officer
- CRD
- #6637692
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Clay Budach
--
- CRD
- #6947070
KEVIN FRETTE
--
- CRD
- #5904204
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,262,665 | -- |
| Non-Discretionary | $3,122,916 | -- |
| Total | $102,385,581 | -- |
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Separately Managed Accounts
Total SMA Asset: $102,385,581
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $890,768,556 | 13.4% |
| Equity - Exchange | $1,661,881,635 | 25.0% |
| Cash | $2,732,133,408 | 41.1% |
| U.S. Government/Agency | $1,362,742,942 | 20.5% |
| Total | $6,647,526,541 | 100.0% |