Bryce Littler
Advisor at Van Diest Capital
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.
Advisor at Van Diest Capital
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.
Location
Polk City, IA 50226
Credentials
CFP®, Series 65
Industry experience
3 years
Bryce Littler is a CFP® with three years of industry experience, currently serving as a financial advisor at Van Diest Capital. His prior roles include positions at WealthCharter Retirement Planning and Principal. In addition to his advisory work, he operates a tax and accounting practice through VDC Accounting, LLC. Van Diest Capital provides discretionary portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach integrates cyclical and fundamental analysis with modern portfolio theory and quantitative methods, utilizing a range of asset classes and incorporating ESG considerations upon client request.
Based on Van Diest Capital
Fixed financial planning fees from $1,500 to $10,000 for individuals; up to $250,000 for complex organizational plans; retirement planning fixed fees 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% $2,500,000 - $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 received from sale of investment and insurance products by supervised persons; not primary source of compensation
Financial planning hourly fees range from $150 to $5,000
Minimum fee: $1,500 financial planning fee if aggregate household assets are below $150,000 Fee-only: Fixed fees between $1,500 and $10,000 for individual financial plans; up to $250,000 for complex plans for organizations; hourly fees between $150 and $5,000
302 West Broadway, Suite 9
Polk City, IA 50226
Iowa
Van Diest Capital
2025 - Present (1 year)
Van Diest Capital
2025 - Present (1 year)
WealthCharter Retirement Planning
2022 - 2025 (3 years)
Principal
2022 - 2022 (1 year)
WealthCharter Retirement Planning
2021 - 2021 (1 year)
HK Solutions Group
2020 - 2022 (2 years)
Unemployed
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
Guthrie County State Bank
2020 - 2020 (1 year)
Jason Roberts, LLC
2015 - 2019 (4 years)
Adair-Casey/Guthrie Center LSD
2012 - 2020 (8 years)
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
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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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