# Shayne Boles

> Shayne Boles is a fee-only financial advisor at Basepoint Wealth in Cedar Rapids, Iowa, who holds the CFP credential. Basepoint Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Basepoint Wealth
- **Based in:** Cedar Rapids, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $883.8M across 3,715 accounts
- **Credentials:** CFP
- **CRD:** 6741219 (https://adviserinfo.sec.gov/individual/summary/6741219)
- **SEC registration:** Investment adviser representative in IA, TX
- **Exams passed:** Series 65 (2018), Series 66 (2017)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** https://basepointwealththepoint.buzzsprout.com/

## Frequently asked questions

### Is Shayne Boles a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shayne holds no broker registration, and Basepoint Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Shayne charge for financial advice?

Shayne's firm, Basepoint Wealth, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Shayne Boles based?

Shayne Boles is based in Cedar Rapids, Iowa.

### What credentials does Shayne Boles hold?

Shayne Boles holds the CFP credential.

### Is Shayne Boles registered with the SEC?

Yes. Shayne Boles is registered as an investment adviser representative in IA and TX (CRD 6741219), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Basepoint Wealth manage?

Basepoint Wealth reports $883.8M across 3,715 accounts in assets under management.

### How do I contact Shayne Boles?

Through Shayne's website, basepointwealththepoint.buzzsprout.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6741219): 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.