About Syverson Strege
<p>Founded in 1997, Syverson Strege is a fee-only registered investment advisor headquartered in West Des Moines in the Des Moines metro area. The firm manages about $1.0B in assets under management (2026) and works under a fiduciary standard.</p> <p>Syverson Strege provides financial planning and investment management for individuals and families, along with institutions such as endowments, foundations, charitable trusts, and non-profits. Planning often includes values-based discussions and philanthropic giving, with recommendations aligned to each client’s priorities.</p> <p>A key differentiator is the firm’s credentialed staff, including professionals with the CFA® and CFP® designations, paired with a fee-only structure that avoids commissions and third-party sales incentives. Syverson Strege also offers 3(21) support for retirement plans as part of its work with <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>Fee-only RIA; fiduciary advice</li> <li>Financial planning and investment management</li> <li>3(21) retirement plan services</li> <li>Experience with nonprofits, endowments, and charitable trusts</li> </ul>
Website: https://www.onlyworkforyou.com/
Founded: 1997
Office Locations
- West Des Moines, IA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.0B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| NGMEO PROFIT SHARING PLAN | NYEMASTER GOODE, P.C., IA | $139M | 140 |