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Financial planning in Cedar Rapids,, IA

11 advisers in Cedar Rapids, offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 11

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 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 reportedRed 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 reported