Fee-OnlyFinder

Advisers in Iowa

118 advisers in 38 Iowa cities, 118 registered with SEC or state.

Financial planning (98)Hourly fees (71)Flat / fixed fees (80)% of assets managed (111)Retirement plan consulting (38)

Cities

West Des Moines19 advisersDes Moines15 advisersCedar Rapids,13 advisersUrbandale8 advisersDubuque5 advisersClive4 advisersCoralville4 advisersCedar Falls4 advisersDavenport4 advisersAnkeny3 advisersWaterloo3 advisersJohnston3 advisersBettendorf3 advisersWaverly2 advisersCouncil Bluffs2 advisersWindsor Heights2 advisersForest City2 advisersNorth Liberty2 advisersWaukee1 adviserGuthrie Center1 adviserHiawatha1 adviserClarion1 adviserAmes1 adviserOrange City1 adviserJesup1 adviserGrimes1 adviserIowa City1 adviserSpencer1 adviserSioux City1 adviserMount Vernon1 adviserEldridge1 adviserAkron1 adviserBoone1 adviserMarion1 adviserPolk City1 adviserFort Dodge1 adviserClinton1 adviserSioux Center1 adviser

Top advisers in Iowa

3g Capital LLC3621 Hillsdale Drive · Urbandale, IA 50322 · (515) 299-0992 · % of assets managedCRD 298280 · % of assets · $4.7 million AUMState registeredNo commissions reportedAcadia Legacy Group1820 Nw 118th Street, Ste 110 · Clive, IA 50325 · (515) 212-2112 · Financial planningCRD 291481 · % of assets, Hourly charges, Fixed fees · $133.2 million AUMSEC registeredNo commissions reportedAccel Wealth Management301 Oak Ridge Circle · Waverly, IA 50677 · (319) 596-1101 · Financial planningCRD 286201 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedActis Wealth Management1050 Se Olson Drive, Suite I · Waukee, IA 50263 · (515) 440-1334 · Financial planningCRD 306794 · % of assets, Hourly charges, Fixed fees · $70.0 million AUMState registeredNo commissions reportedAegis Wealth Management, INC.317 State Street · Guthrie Center, IA 50115 · (833) 483-8383 · Financial planningCRD 301990 · % of assets, Hourly charges, Fixed fees · $216.5 million AUMSEC registeredNo commissions reportedAfsc Advisors, INC149 W. Broadway · Council Bluffs, IA 51503 · (402) 317-7147 · Financial planningCRD 281467 · % of assets, Hourly charges · $36.5 million AUMState registeredNo commissions reportedAlba Financial LLC409 W Broadway · Council Bluffs, IA 51503 · (402) 305-6732 · Financial planningCRD 327309 · % of assets, Hourly charges, Fixed fees · $3.8 million AUMState registeredNo commissions reportedAltitude Capital Management LLC2015 Grand Avenue, Suite 100 · Des Moines, IA 50312 · (515) 207-3310 · Financial planningCRD 329366 · % of assets, Hourly charges, Fixed fees · $103.6 million AUMSEC registeredNo commissions reportedAo Wealth Advisory2570 106th Street, Suite a · Urbandale, IA 50322 · (515) 224-7849 · Financial planningCRD 288301 · % of assets, Hourly charges, Fixed fees · $213.2 million AUMSEC registeredNo commissions reportedArnold and Mote Wealth Management1202 Dina Court, Suite B · Hiawatha, IA 52233 · (319) 393-4020 · Financial planningCRD 283698 · Hourly charges, Fixed fees · $168.2 million AUMSEC registeredNo commissions reportedAvantax Planning Partners, INC.210 Jones St, Ste. 104 · Dubuque, IA 52001 · (563) 582-2855 · Financial planningCRD 106237 · % of assets, Hourly charges, Fixed fees · $7.6 billion AUMSEC registeredNo commissions reportedBalanced Investment Advisors, LLCArmstrong Center 222 Third Ave Se · Cedar Rapids,, IA 52401 · (319) 242-6444 · Financial planningCRD 304976 · % of assets, Hourly charges, Fixed fees · $49.3 million AUMState registeredNo commissions reportedBallast Capital Advisors, LLC1200 Office Plaza Drive · West Des Moines, IA 50266 · (844) 331-4662 · Financial planningCRD 282369 · % of assets, Fixed fees · $328.7 million AUMSEC registeredNo commissions reportedBasepoint Wealth, LLC4700 N. River Blvd Ne · Cedar Rapids, IA 52411 · (319) 826-1898 · Financial planningCRD 289538 · % of assets, Hourly charges, Fixed fees · $883.8 million AUMSEC registeredNo commissions reportedBeacon Capital, LLC375 Collins Road Ne,, Suite 120 · Cedar Rapids, IA 52402 · (319) 389-4371 · % of assets managedCRD 286316 · % of assets, Other · $278.3 million AUMSEC registeredNo commissions reportedBfc Planning, INC.4201 42nd Street Ne, Suite 100 · Cedar Rapids, IA 52402 · (319) 447-5700 · Financial planningCRD 119682 · % of assets, Hourly charges, Fixed fees · $3.8 billion AUMSEC registeredNo commissions reportedBoyle Capital1230 Office Plaza Drive · West Des Moines, IA 50266 · (515) 327-1870 · Financial planningCRD 132416 · % of assets, Hourly charges, Performance-based fees · $342.0 million AUMSEC registeredNo commissions reportedBradford Financial Center119 Central Ave W · Clarion, IA 50525 · (515) 532-6661 · Financial planningCRD 110953 · % of assets, Hourly charges, Fixed fees · $229.7 million AUMSEC registeredNo commissions reportedBridgeway Wealth Management, LLC1909 51st Street Ne · Cedar Rapids, IA 52402 · (319) 393-6535 · Financial planningCRD 326547 · % of assets, Hourly charges, Fixed fees · $164.6 million AUMSEC registeredNo commissions reportedBsc Capital Partners, LLC1031 Office Park Road, Suite 4 · West Des Moines, IA 50265 · (515) 225-1185 · Financial planningCRD 284338 · % of assets, Hourly charges, Fixed fees · $125.8 million AUMSEC registeredNo commissions reportedBusbee Wealth Advisors LLC1918 St. Andrews CT. Ne · Cedar Rapids, IA 52402 · (319) 777-0808 · Financial planningCRD 305784 · % of assets, Hourly charges, Fixed fees · $43.8 million AUMState registeredNo commissions reportedCarrie Houchins-Witt Tax and Financial Services LLC1303 5th Street, Suite 207 · Coralville, IA 52241 · (319) 358-2854 · Financial planningCRD 171715 · Hourly chargesState registeredNo commissions reportedCedar Point Capital Partners, LLC329 12th Ave Se, Suite 106 · Cedar Rapids, IA 52401 · (800) 501-6403 · Financial planningCRD 317532 · % of assets, Hourly charges, Fixed fees · $248.1 million AUMSEC registeredNo commissions reportedCedar Valley Wealth Advisors411 Viking Road, Suite a · Cedar Falls, IA 50613 · (319) 266-6507 · Financial planningCRD 115511 · % of assets, Hourly charges, Other · $172.5 million AUMSEC registeredNo commissions reportedClarity Asset Management, INC.2117 Philadelphia Street, Suite 100 · Ames, IA 50010 · (515) 233-3152 · Financial planningCRD 115699 · % of assets, Fixed fees · $257.4 million AUMSEC registeredNo commissions reportedCompass Financial Services4801 Westown Parkway · West Des Moines, IA 50266 · (515) 327-1020 · Financial planningCRD 109441 · % of assets, Hourly charges · $407.4 million AUMSEC registeredNo commissions reportedCompass Lighthouse Capital, LLC105 Albany Avenue Se · Orange City, IA 51041 · (712) 395-8705 · Financial planningCRD 312634 · % of assets, Fixed fees · $91.3 million AUMState registeredNo commissions reportedCustom Fit Financial222 3rd Avenue Se, Ste 40120 · Cedar Rapids, IA 52401 · (319) 775-0102 · Financial planningCRD 332622 · Hourly charges, Fixed feesState registeredNo commissions reportedCustom Wealth Planners2425 North Ankeny Blvd, Unit #105 · Ankeny, IA 50023 · (515) 480-2257 · Financial planningCRD 326415 · % of assets, Fixed fees · $102.4 million AUMState registeredNo commissions reportedDentist Exit Planning6500 University Avenue, Suite 100 · Windsor Heights, IA 50324 · (515) 423-0671 · Financial planningCRD 313984 · % of assets, Hourly charges, Fixed fees · $6.8 million AUMState registeredNo commissions reported