Jake Hoppes
Cedar Valley Wealth Advisors · Cedar Falls, Iowa
Jake Hoppes is a fee-only financial advisor at Cedar Valley Wealth Advisors in Cedar Falls, Iowa. Cedar Valley Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Cedar Valley Wealth Advisors |
|---|---|
| Based in | Cedar Falls, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $172.5M across 293 accounts |
| SEC registration | Investment adviser representative in IA · CRD 7976903 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cedarvalleywealth.com |
| Profile |
How Jake's firm compares
- Cedar Valley Wealth Advisors's average account is about $589,000, from its Form ADV (assets managed divided by 293 accounts).
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Questions about Jake
Is Jake Hoppes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jake holds no broker registration, and Cedar Valley Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jake charge for financial advice?
Jake's firm, Cedar Valley Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jake Hoppes based?
Jake Hoppes is based in Cedar Falls, Iowa.
Is Jake Hoppes registered with the SEC?
Yes. Jake Hoppes is registered as an investment adviser representative in IA (CRD 7976903), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cedar Valley Wealth Advisors manage?
Cedar Valley Wealth Advisors reports $172.5M across 293 accounts in assets under management.
How do I contact Jake Hoppes?
Through Jake's website, www.cedarvalleywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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