Custom Wealth PlannersFinancial advisor in Ankeny, IA

Also ranked: #4 of 23 wealth managers in Ankeny

Custom Wealth Planners is a financial advisor at 2425 N Ankeny Blvd #105, Ankeny, IA 50023, ranked #15 of 120 financial advisors in Ankeny and rated 5.0 from 8 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Ankeny, IAUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (515) 480-2257 Website ↗

Key facts

Key facts about Custom Wealth Planners
Address	2425 N Ankeny Blvd #105, Ankeny, IA 50023Get directions
Phone	(515) 480-2257
Website	customwealthplanners.com
Google rating	5.0 from 8 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name

Service area

Serves Ankeny and 10 towns within 25 miles: Johnston, Altoona, Urbandale, Des Moines, Grimes, Clive, West Des Moines, Waukee, Norwalk and Ames.

Based in Ankeny, IAView on map

Questions about Custom Wealth Planners

How is Custom Wealth Planners ranked in Ankeny?

Custom Wealth Planners is ranked #15 of 120 financial advisors in Ankeny by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Custom Wealth Planners serve?

Serves Ankeny and 10 towns within 25 miles: Johnston, Altoona, Urbandale, Des Moines, Grimes, Clive, West Des Moines, Waukee, Norwalk and Ames. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Custom Wealth Planners?

Custom Wealth Planners has a rating of 5.0 from 8 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Custom Wealth Planners?

Call Custom Wealth Planners on (515) 480-2257. The business is at 2425 N Ankeny Blvd #105, Ankeny, IA 50023. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Custom Wealth Planners compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Custom Wealth Planners (this business)	—	69	5.0 (8)	—	—
Edward Jones - Financial Advisor: Brian D Herbel, CFP®\|CLU®\|AAMS®\|RMA®\|CKA®	#13	69	4.7 (12)	No	No	1.6 mi
David Reis: Primerica - Financial Services	#14	69	5.0 (26)	—	—	12.0 mi
Financial Partners Group	#16	68	5.0 (29)	No	No	15.8 mi

See all 120 ranked financial advisors in Ankeny