# Syverson Strege
Source: https://planprovider.pro/provider/syverson-strege

> 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…

Retirement Plan Advisor

West Des Moines, IA

## 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/](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|

## Other Retirement Plan Advisors in IA

- [Heacock & Jones Financial Services, Inc.](https://planprovider.pro/provider/heacock-and-jones-financial-services-inc) - Dubuque, IA

- [Avantax Planning Partners, Inc.](https://planprovider.pro/provider/avantax-planning-partners-inc) - Dubuque, IA

- [Clarity Asset Management, Inc.](https://planprovider.pro/provider/clarity-asset-management-inc) - Gilbert, AZ

- [First National Corporation](https://planprovider.pro/provider/first-national-corporation) - Pittsburgh, PA

- [Vivid Wealth Management, LLC](https://planprovider.pro/provider/vivid-wealth-management-llc) - West Des Moines, IA

- [Intellicents, Inc.](https://planprovider.pro/provider/intellicents-inc) - Albert Lea, MN

- [Principal Asset Management](https://planprovider.pro/provider/principal-asset-management) - Des Moines, IA

- [Valiant Wealth, LLC](https://planprovider.pro/provider/valiant-wealth-llc) - West Des Moines, IA

- [RetireRight Consulting Group](https://planprovider.pro/provider/retireright-consulting-group) - West Des Moines, IA

- [Wisdom Financial Services, L.l.c.](https://planprovider.pro/provider/wisdom-financial-services-llc) - Geneseo, IL

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