Fee-OnlyFinder

% of assets managed in Cedar Rapids,, IA

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

All 12

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 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 reported
Stonefield 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