Fee-OnlyFinder

% of assets managed in Cedar Falls, IA

3 advisers in Cedar Falls offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 3

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 reported