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Bryce William Littler

Advisor at Van Diest Capital — Polk City, IA

Updated today

Credentials

CFP®, Series 65

Experience

3 years

Location

Polk City, IA 50226

Van Diest Capital logo

Van Diest Capital

Team

Total advisors

8

Clients per advisor

54 Typical

Avg AUM per client

$326,669 Very Low

HNW client ratio

16% Low

About

Bryce 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™.”

Client services

Based on Van Diest Capital

Financial planning Portfolio management Pension consulting

Expertise

Based on Van Diest Capital

ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Van Diest Capital

Founder/Business Owner

Demographic focus

Based on Van Diest Capital

Young Professionals Values-based investing

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Fee options

Fixed

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

Percentage

$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%

Commissions

Insurance product commissions and asset-based sales charges or service fees from mutual funds sales to clients received by supervised persons

Project-based

$150 to $5,000 hourly fee for financial planning services

Other

Minimum fee: $1,500 financial planning fee if aggregate household assets below $150,000

Location

Polk City, IA

302 West Broadway, Suite 9

Polk City IA 50226

Advisors at this office

8

Most active in

Iowa

Work history

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ben G

CFP®

Johnston, IA

Simplified Planning and Investments

Hello, I am Ben. I started Simplified Planning and Investments out of a deep desire to make a real difference in people’s lives. For nearly a decade, I have had the privilege of guiding individuals and families through some of their most important financial decisions. Over time, I realized my greatest fulfillment comes from building meaningful relationships, truly understanding people’s stories, and helping them find peace of mind in areas that often cause stress and uncertainty. This led me to create a firm centered on people first - where financial planning is about more than money; it’s about impact, purpose, and simplicity. At Simplified Planning, everything begins with a passion for people. This firm was built on the belief that the foundation of finacial planning is built on relationships, trust, and helping others live with greater peace and purpose. Our purpose is to equip you to make confident financial decisions with clarity and ease. Every story is unique, and so is every financial plan. Exceptional financial planning starts with listening and understanding. That’s why we take a holistic, relationship-driven approach - thoughtfully blending overarching strategies with the important details that matter most to you. Because we work on a fee-only basis, our only focus is providing sound advice that puts your best interests first. By viewing your financial life as an integrated system - cash flow, investments, taxes, insurance, retirement, and estate considerations - we ensure each piece works together seamlessly, so your money serves your goals and values. Our aim is to simplify complexity, bring clarity to uncertainty, and provide a roadmap that balances today’s priorities with tomorrow’s vision. Outside of work, my life is centered around my family. We love traveling and discovering new places together. I stay connected to my community through commitments to my church, volunteering, and teaching personal finance. I’m also a high school football official, a passionate sports fan, and yes - one of those lawn guys. I look forward to connecting, understanding your story, and helping you create a financial life that reflects both your goals and your values - bringing clarity, confidence, and meaning every step of the way.

General retirement planning Executive Christian Faith Based Gen Y/Millennials (Born 1980-1995)
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Stoy H

CFP®, Series 63, Series 65

Ankeny, IA

Black Mammoth LLC

Stoy Hall is a CFP® with 14 years of industry experience and the principal of Black Mammoth LLC, an independent advisory firm based in Ankeny, IA. His prior experience includes roles at Centric Advisors, Majors and Mondragon, MWA Financial Services, and Modern Woodmen of America. Outside of his advisory work, he serves as president of the board for the Starts Right Here Movement and owns consulting firms LNC Financial and Legacy Fiduciary Services. Black Mammoth LLC offers discretionary portfolio management, financial planning, family office and wealth planning, retirement plan consulting, and business advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm manages accounts primarily on a discretionary basis using model portfolios and may engage third-party sub-advisers, while also sponsoring affiliated private funds and providing cash sweep programs.

Wealth management Retirement income strategy Business exit / sale strategy General estate planning guidance
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Alexandre D

CFA®

Clive, IA

Woodlands Capital Management, LLC

Alexandre Ducharme is a CFA® charterholder and the sole advisor at Woodlands Capital Management, LLC, where he has worked since 2014. He has 10 years of industry experience. Woodlands Capital Management is an independent registered investment adviser serving a small client base, including high-net-worth individuals, with approximately $5.8 million in discretionary assets under management. The firm offers long-only and long/short equity strategies based on fundamental analysis, emphasizing risk control and client objectives, and employs a performance-based fee structure for its long/short strategy with qualified clients.

Active portfolio management
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Christina L

Series 63, Series 65

West Des Moines, IA

Kingdom Wealth Development, LLC

Christina Lueders Ochanpaugh is a financial advisor at Kingdom Wealth Development, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Cambridge Investment Research and Trinity Financial Group, where she also serves as an independent insurance agent. Kingdom Wealth Development provides financial planning and portfolio management services to individual and high-net-worth clients, focusing on written financial plans and ongoing portfolio oversight. The firm employs an asset-allocation framework primarily using mutual funds and offers both discretionary and non-discretionary management with regular portfolio reviews.

General tax planning General estate planning guidance
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Michael B

CFP®, Series 66

Waukee, IA

Omni Wealth Management

Michael Banasiak is a CFP® professional with 20 years of experience in financial advising. He is the sole advisor at Omni Wealth Management, where he has worked since 2020. Prior to that, he was with Iron Horse Wealth Management for three years and Legacy Financial Group, LLC for eleven years. Omni Wealth Management is an independent firm that provides fee-only financial planning and personalized investment management to individuals and institutional clients, including retirement plans, trusts, and charitable organizations. The firm manages discretionary, tailored portfolios through a mix of in-house advisers and outside portfolio managers, and it operates a wrap fee program designed to absorb transaction costs.

Wealth management Annuities
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Michael M

Series 63, Series 65

Urbandale, IA

DSM Financial L.L.C.

Michael Moller is the principal of DSM Financial L.L.C. in Urbandale, IA, with 38 years of industry experience. He holds Series 63 and Series 65 registrations and has worked in various capacities within the financial services industry since 1984. In addition to his advisory role, Moller maintains a life insurance practice focusing on term and whole life insurance. DSM Financial L.L.C. serves approximately 200 client relationships, including high-net-worth individuals, plan sponsors, and business entities. The firm offers financial planning, educational seminars, retirement-plan consulting, and refers clients to registered third-party investment managers, acting as a liaison and providing non-discretionary ERISA services for retirement plans.

General retirement planning Cash flow / budgeting
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