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Simply Sophisticated Wealth PlanningFinancial advisor in Des Moines, IA

Simply Sophisticated Wealth Planning is a financial advisor in Des Moines, IA, ranked #24 of 113 financial advisors in Des Moines and rated 5.0 from 7 Google reviews. Open Monday to Friday.

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.

Des Moines, IAUpdated 0 paid placements in any rankingHow we rank

Call (515) 517-0069Website ↗

Key facts

Key facts about Simply Sophisticated Wealth Planning
Phone(515) 517-0069
Websites2wealth.com
HoursOpen Monday to Friday
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

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

Based in Des Moines, IAView on map

Opening hours

Opening hours for Simply Sophisticated Wealth Planning
DayHours
Monday8:30 AM – 5 PM
Tuesday9 AM – 5:30 PM
Wednesday9:30 AM – 6 PM
Thursday9 AM – 5 PM
Friday10 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Simply Sophisticated Wealth Planning

How is Simply Sophisticated Wealth Planning ranked in Des Moines?

Simply Sophisticated Wealth Planning is ranked #24 of 113 financial advisors in Des Moines by RFA Score, with 68 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 are Simply Sophisticated Wealth Planning’s hours?

Simply Sophisticated Wealth Planning is open Monday to Friday. Its listed hours are Open Monday to Friday. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Simply Sophisticated Wealth Planning serve?

Serves Des Moines and 10 towns within 25 miles: Urbandale, Johnston, Clive, West Des Moines, Grimes, Waukee, Ankeny, Norwalk, Altoona and Indianola. 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 Simply Sophisticated Wealth Planning?

Simply Sophisticated Wealth Planning has a rating of 5.0 from 7 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 Simply Sophisticated Wealth Planning?

Call Simply Sophisticated Wealth Planning on (515) 517-0069. 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

Simply Sophisticated Wealth Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Simply Sophisticated Wealth Planning (this business)—685.0 (7)NoNo
Triplett-Westendorf Financial Group#22685.0 (14)NoNo7.2 mi
Expedition Financial Group#23685.0 (15)NoNo3.8 mi
Smith-Kenyon Insurance Resources, LLC - Des Moines#25685.0 (14)NoNo3.8 mi

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