# Karla Hoppes

> Karla Hoppes is a fee-only financial advisor at Cedar Valley Wealth Advisors in Cedar Falls, Iowa, who holds the CFP credential. Cedar Valley Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/karla-hoppes/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cedar Valley Wealth Advisors
- **Based in:** Cedar Falls, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $172.5M across 293 accounts
- **Credentials:** CFP
- **CRD:** 4581702 (https://adviserinfo.sec.gov/individual/summary/4581702)
- **SEC registration:** Investment adviser representative in IA
- **Exams passed:** Series 65 (2001)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.cedarvalleywealth.com

## Frequently asked questions

### Is Karla Hoppes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Karla 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 Karla charge for financial advice?

Karla's firm, Cedar Valley Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Karla Hoppes based?

Karla Hoppes is based in Cedar Falls, Iowa.

### What credentials does Karla Hoppes hold?

Karla Hoppes holds the CFP credential.

### Is Karla Hoppes registered with the SEC?

Yes. Karla Hoppes is registered as an investment adviser representative in IA (CRD 4581702), 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 Karla Hoppes?

Through Karla's website, www.cedarvalleywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4581702): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.