Fee-OnlyFinder

Advisers in Dubuque, IA

5 advisers in Dubuque — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Retirement plan consulting (3)

All advisers

Avantax Planning Partners, INC.210 Jones St, Ste. 104 · Dubuque, IA 52001 · (563) 582-2855 · Financial planningCRD 106237 · % of assets, Hourly charges, Fixed fees · $7.6 billion AUMSEC registeredNo commissions reportedFriday Financial600 Star Brewery Drive, Suite 400 · Dubuque, IA 52001 · (563) 552-7526 · Financial planningCRD 329748 · % of assets · $409.3 million AUMSEC registeredNo commissions reportedSteele Capital Management, INC.1000 Jackson Street, Suite 201 · Dubuque, IA 52001 · (563) 588-2097 · Financial planningCRD 107097 · % of assets · $3.5 billion AUMSEC registeredNo commissions reportedThe Life Group Financial Services1545 Associates Drive, Suite 104 · Dubuque, IA 52002 · (563) 587-7840 · Financial planningCRD 277091 · % of assets, Hourly charges · $146.2 million AUMSEC registeredNo commissions reportedWeitzel Financial Services, INC.1200 Cedar Cross Rd · Dubuque, IA 52003 · (563) 583-6020 · Financial planningCRD 27346 · % of assets, Hourly charges, Fixed fees · $327.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Dubuque? 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.