Karla Hoppes
Cedar Valley Wealth Advisors · Cedar Falls, Iowa
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.
Request an introduction to Karla →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA · CRD 4581702 |
| Exams passed | Series 65 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cedarvalleywealth.com |
How Karla's firm compares
- Cedar Valley Wealth Advisors's average account is about $589,000, from its Form ADV (assets managed divided by 293 accounts).
Request an introduction to Karla
Tell Karla a little about what you're looking for. Karla isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Karla
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.
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.
See something wrong? Request a correction. Read our methodology.