Fee-OnlyFinder

Advisers in Johnston, IA

3 advisers in Johnston — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Kane Company Wealth Management, INC.8831 Thomas Avenue, Suite 200 · Johnston, IA 50131 · (515) 270-2727 · Financial planningCRD 115756 · % of assets, Hourly charges, Fixed fees · $284.7 million AUMSEC registeredNo commissions reportedSimplified Planning and Investments6165 Nw 86th St. · Johnston, IA 50131 · (515) 216-4442 · Financial planningCRD 338036 · % of assets, Hourly charges, Fixed fees · $8.4 million AUMState registeredNo commissions reportedSuccessful Resource Management, LTD.5721 Merle Hay Road, Suite 14 · Johnston, IA 50131 · (515) 279-1400 · Financial planningCRD 110317 · % of assets, Hourly charges, Fixed fees · $43.3 million AUMState registeredNo commissions reported
Talking to advisers in Johnston? 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.