Fee-OnlyFinder

Advisers in Davenport, IA

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

Financial planning (3)Retirement plan consulting (3)

All advisers

Investment Consulting Group INC5117 Jersey Ridge Road, Suite 1 · Davenport, IA 52807 · (563) 322-2322 · Financial planningCRD 106967 · % of assets, Hourly charges, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedMatheson & Rock Wealth Management, LLC2322 E. Kimberly Road,, Suite 150n · Davenport, IA 52807 · (800) 682-3937 · % of assets managedCRD 289603 · % of assets, Other · $530.0 million AUMSEC registeredNo commissions reportedQuad-Cities Investment Group, LLC5177 Utica Ridge Road · Davenport, IA 52807 · (563) 484-5000 · Financial planningCRD 154113 · % of assets · $425.5 million AUMSEC registeredNo commissions reportedWealthspan Partners, LLC5025 Utica Ridge Rd, Suite 101 · Davenport, IA 52807 · (563) 723-7301 · Financial planningCRD 297712 · % of assets, Hourly charges, Fixed fees · $451.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Davenport? 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.