David Strege loves to organize. It shows in his planning business, which is structured in a way that lets clients pay lower fees for assets under management than they would at most other firms.

The co-founder of fee-only wealth management firm Syverson Strege & Co. in West Des Moines, Iowa, has been giving financial advice for more than three decades. After working for years in banking and insurance, Strege started his own financial services company in 1987. He and business partner Johnne Syverson later bought out the financial planning division of that company, joined NAPFA and started Syverson Strege in 2000. Strege also served on the inaugural board of the Financial Planning Association in 2000 and as CFP chairman of the board in 2008.

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