Bryce William Littler
Advisor at Van Diest Capital — Polk City, IA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
3 years
Location
Polk City, IA 50226
Van Diest Capital
Team
Total advisors
8Clients per advisor
54 TypicalAvg AUM per client
$326,669 Very LowHNW client ratio
16% LowBryce Littler is a CFP® with three years of industry experience, currently serving as a financial advisor at Van Diest Capital. Prior to joining Van Diest Capital, he worked at WealthCharter Retirement Planning and Principal. He also runs a tax and accounting practice through VDC Accounting, LLC. Van Diest Capital is an SEC-registered investment adviser providing discretionary portfolio management, financial planning, retirement-plan consulting, and socially responsible investing to individuals, plans, charitable organizations, and businesses. The firm integrates fundamental, quantitative, and cyclical analysis within a modern portfolio theory framework, tailoring strategies to each client’s “Investment Fingerprint™.”
Based on Van Diest Capital
Based on Van Diest Capital
Fixed financial planning fees between $1,500 and $10,000 for individuals/high-net-worth; up to $250,000 for corporate/charitable organization plans; retirement planning fixed fee between $2,000 and $100,000
$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001+: 0.25%
Insurance product commissions and asset-based sales charges or service fees from mutual funds sales to clients received by supervised persons
$150 to $5,000 hourly fee for financial planning services
Minimum fee: $1,500 financial planning fee if aggregate household assets below $150,000
Polk City, IA
302 West Broadway, Suite 9
Polk City IA 50226
Advisors at this office
8
Iowa
3 years of industry experience
Van Diest Capital
2025 - Present • 1 year
Polk City, IA
Van Diest Capital
2025 - Present • 1 year
Polk City, IA
WealthCharter Retirement Planning
2022 - 2025 • 3 years
Ankeny, IA
Principal
2022 - 2022 • 1 year
Des Moines, IA
WealthCharter Retirement Planning
2021 - 2021 • 1 year
Ankeny, IA
HK Solutions Group
2020 - 2022 • 2 years
Des Moines, IA
Unemployed
2020 - 2021 • 1 year
Guthrie Center, IA
Unemployed
2020 - 2020 • 1 year
Ames, IA
Guthrie County State Bank
2020 - 2020 • 1 year
Guthrie Center, IA
Jason Roberts, LLC
2015 - 2019 • 4 years
Adair, IA
Adair-Casey/Guthrie Center LSD
2012 - 2020 • 8 years
Guthrie Center, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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