Custom Wealth Planners

Custom Wealth Planners is a Financial Planner in Ankeny, IA, located at 2425 N Ankeny Blvd #105. The firm provides fiduciary financial advice and investment management designed to optimize investments for clients across the greater Des Moines Metro and Midwest. It specializes in partnering with families who are at or nearing retirement, focusing on replacing income in a tax-efficient manner and helping clients achieve financial independence. The firm serves high-net-worth individuals, established wealth clients, and strategic planners with strong surplus cash flow, offering ongoing advice, execution, and accountability. Custom Wealth Planners holds a 5.00 rating based on customer reviews.

The firm operates as a fee-only, fiduciary boutique, meaning it is legally required to act in the client’s best interest and avoids commission-based products that create conflicts of interest. As an independent boutique firm, it limits the number of relationships per advisor to ensure real, unscalable personal service, deeper relationships, and more personalized advice. The staff consists of Certified Financial Planners who blend best-in-class planning with institutional investment principles. The firm’s specialty lies in retirement and income distribution planning, helping clients navigate life transitions with transparent, objective advice and no pushy sales tactics. It is also built to serve multiple generations of clients and their families.

Travis Allen, the founder and private wealth advisor, began his career in the Wealth Management industry in 2007. He initially managed investment portfolios for high-net-worth individuals and institutions before transitioning to a holistic planning and investment focus. Travis holds a Bachelor’s Degree in Finance from Iowa State University and an MBA from the University of Iowa. He is a Chartered Financial Analyst (CFA®), a Retirement Income Certified Professional (RICP®), and a Certified Financial Planner (CFP®). He is a member of NAPFA, XY Planning Network, and FeeOnlyNetwork.com. He resides in Ankeny with his wife Shelby and two children, Max and Finley.

The firm’s standing is defined by its positive rating from the customers who have reviewed it. This reflects a reputation for providing trusted financial advice and personalized investment management services. The fee-only and fiduciary distinction ensures that advice remains objective and free from product sales conflicts, a key factor in the trust clients place in the firm.

Custom Wealth Planners combines fiduciary responsibility with specialized retirement planning to serve the financial needs of Ankeny and the surrounding Midwest community.

The firm is situated on N Ankeny Blvd, just a short distance from the intersection with South Ankeny Boulevard and Southeast Oralabor Road. It is located near local landmarks including Building 20 and Snyder Pond.

BizScoreAI awards the business a Technical score of 85 out of 100, ensuring the website is secure and readable for search engines. The Discoverability score is 75 out of 100, allowing AI crawlers to access the site so it can be recommended by AI assistants. The business ranks number 3 of 4 Financial Planner businesses that BizScoreAI has scored in Ankeny.