Clay Budach
Custom Wealth Planners is a fiduciary fee-only financial advice and investment management firm in Ankeny, Iowa dedicated to helping individuals and families achieve their financial goals. With over 20 years of experience, our team of Certified Financial Planners™ will work closely with you to develop a personalized plan that aligns with your unique financial situation and future aspirations. We believe in providing transparent and unbiased advice, always acting in your best interest. Contact us today to schedule a consultation and take charge of your financial future.
0
Client Reviews
1% to 0.25%
Percentage of Assets (AUM)
$150K
Minimum Annual Income
$350K
Minimum Investible Assets
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Minimum Financial Requirements
Annual Income
$150,000
Investable Assets
$350,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
1% to 0.25%
One-Time Financial Planning Fee
$4,000 to $10,000
Meeting Options
In person meetings
Video meetings
About Clay Budach
Fiduciary Financial Planning & Investment Management.
Disclaimer
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