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Custom Wealth Planners

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Client assets under management

$102,385,581

Clients

149

57% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

50

Typical

Average account size

$687,152

About

Custom Wealth Planners works with individual clients (including high‑net‑worth households), charitable organizations, and businesses, offering wealth and investment management, comprehensive financial planning (both ongoing and project‑based), and retirement plan advisory services for employer plans. The firm operates on a fee‑only basis and does not accept commissions from product sales.

Investment decisions are implemented on a discretionary basis using written investment policies and asset‑allocation targets, blending fundamental analysis, modern‑portfolio principles, and a mix of passive and active vehicles. Portfolios are typically constructed for longer‑term holding periods, can incorporate socially conscious (ESG) preferences on request, and are adjusted through periodic rebalancing and client‑requested restrictions.

Notably, the firm is a small, recently formed advisory team (three advisors, approximately $102 million in AUM, and about 149 clients) that provides services more commonly found at larger firms, such as business exit planning and retirement plan management for employers. The team holds multiple advanced credentials (CFP®, CPWA, CEPA, CPFA, CDFA, RICP®) and offers a written Value Pledge that allows clients to request a one‑time refund of planning fees under specified circumstances.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Business exit / sale strategy

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.25% annually

Other

Account minimum: $500,000 Fee-only: Ongoing Financial Planning: $250 - $850 per month (negotiable); Project-Based Financial Planning: $4,000 - $10,000 (negotiable)

Main office location

Custom Wealth Planners

2425 North Ankeny Blvd, Unit #105

Ankeny IA 50023, United States

Number of offices

1

Most active in

More info

Iowa

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook YouTube Website 515-480-2257

Advisors at this firm

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Travis A

CFP®, CFA®, RICP®

Ankeny, IA

Custom Wealth Planners

Travis specializes in working with those nearing and in retirement. He takes a transparent and collaborative approach to helping clients define their best life and outlining the steps necessary to get there. His services include cash flow analysis, tax planning, investment management, risk management, and estate planning. This can be offered via one-time Planning Engagements or ongoing Full-Service Advisory offerings.

General tax planning Retirement income strategy Income planning Founder/Business Owner Baby Boomers (Born 1946-1964)
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Kevin F

Series 66

Ankeny, IA

Custom Wealth Planners

Kevin Frette is a financial advisor at Custom Wealth Planners with 14 years of industry experience. He holds a Series 66 designation and previously worked at Northwest Wealth Management LLC for 11 years. Custom Wealth Planners is a fee-only registered investment adviser serving individuals, charitable organizations, corporations, and employer plan sponsors. The firm employs an investment approach based on asset allocation and modern portfolio theory, offering both passive and active strategies tailored to client goals, risk tolerance, and tax considerations.

Wealth management Business exit / sale strategy Founder/Business Owner
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Clay B

CFP®, Series 63

Ankeny, IA

Custom Wealth Planners

Clay Budach is a CFP® with five years of experience in financial advising, currently with Custom Wealth Planners. His prior roles include positions at Northwestern Mutual Investment Services LLC and Ameriprise. Custom Wealth Planners is a fee-only registered investment adviser serving individuals, charitable organizations, corporations, and employer plan sponsors. The firm employs an investment approach based on asset allocation and modern portfolio theory, combining passive and active strategies tailored to client goals and risk tolerance.

Wealth management Business exit / sale strategy Founder/Business Owner
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