Fee-OnlyFinder

Advisers in Cedar Rapids,, IA

13 advisers in Cedar Rapids, — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (9)Flat / fixed fees (10)% of assets managed (12)Retirement plan consulting (6)

All advisers

Balanced 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 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 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 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 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 reportedCustom Fit Financial222 3rd Avenue Se, Ste 40120 · Cedar Rapids, IA 52401 · (319) 775-0102 · Financial planningCRD 332622 · Hourly charges, Fixed feesState registeredNo commissions reportedGrit Family Office, LLC427 1st Street Se, Suite 100 · Cedar Rapids, IA 52401 · (319) 551-7889 · Financial planningCRD 290066 · % of assets, Hourly charges, Fixed fees · $90.9 million AUMState registeredNo commissions reportedNations Financial Group, INC.3925 Fountains Blvd Ne, Suite 200 · Cedar Rapids, IA 52411 · (319) 393-9541 · Financial planningCRD 44181 · % of assets, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reported
Red Cedar129 16th Avenue Sw · Cedar Rapids, IA 52404 · (319) 200-6600 · Financial planningCRD 298677 · % of assets · $40.7 million AUMState registeredNo commissions reportedStonefield Investment Advisory, INC.425 2nd Street Se, Suite 1200 · Cedar Rapids, IA 52401 · (319) 377-7811 · Financial planningCRD 113802 · % of assets, Hourly charges · $120.3 million AUMSEC registeredNo commissions reportedTransamerica Retirement Advisors, LLC6400 C Street Sw · Cedar Rapids, IA 52499 · (866) 368-0566 · Flat / fixed feesCRD 107319 · % of assets, Fixed fees · $18.8 billion AUMSEC registeredNo commissions reported
Talking to advisers in Cedar Rapids,? 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.