Fee-OnlyFinder

Advisers in Cedar Falls, IA

4 advisers in Cedar Falls — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)% of assets managed (3)

All advisers

Cedar 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 reportedDynamic Financial Group4615 Chadwick Rd, Suite 1 · Cedar Falls, IA 50613 · (319) 277-2727 · % of assets managedCRD 288763 · % of assets · $539.6 million AUMSEC registeredNo commissions reportedFencl Advisory Services, LLC1702 State Street · Cedar Falls, IA 50613 · (319) 260-2006 · Financial planningCRD 115904 · % of assets, Fixed fees · $101.5 million AUMState registeredNo commissions reportedIgnite Financial2616 Orchard Dr Ste C1 · Cedar Falls, IA 50613 · (319) 230-9858 · Financial planningCRD 323489 · Fixed feesState registeredNo commissions reported
Talking to advisers in Cedar Falls? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.