# CFP financial advisors in Iowa

> In Iowa, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Carrie Houchins-Witt of Carrie Houchins-Witt Tax & Financial Services LLC, Chad Gammon of Custom Fit Financial LLC and Travis Allen of Custom Wealth Planners.

Page: https://find.wellspent.co/by/cfp-financial-advisors/iowa/
83 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who hold the CFP in Iowa?

In Iowa, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Carrie Houchins-Witt of Carrie Houchins-Witt Tax & Financial Services LLC, Chad Gammon of Custom Fit Financial LLC and Travis Allen of Custom Wealth Planners.

## How many fee-only advisors who hold the CFP in Iowa are there?

The Wellspent public graph lists 83 fee-only advisors who hold the CFP in Iowa, at 46 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who hold the CFP in Iowa located?

Of the 83 fee-only advisors who hold the CFP in Iowa, 19 are in West Des Moines, followed by 12 in Cedar Rapids and 9 in Des Moines.

## How do fee-only advisors who hold the CFP in Iowa charge?

The most common fee among fee-only advisors who hold the CFP in Iowa is a percentage of assets, used by 93% of the 83 with fees on file. Many use more than one: 70% charge fixed fees and 67% charge by the hour.

## How many fee-only advisors who hold the CFP in Iowa hold the CFP?

100% of the 83 fee-only advisors who hold the CFP in Iowa hold the CFP certification, based on the credentials listed on each record.

## How does Wellspent decide who counts as fee-only advisors who hold the CFP?

We count an advisor here when their record lists the CFP.

## What should I ask fee-only advisors who hold the CFP in Iowa?

How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?

## How current is this list of fee-only advisors who hold the CFP in Iowa?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Betsy Ratashak-Vogel](https://find.wellspent.co/advisors/betsy-ratashak-vogel.md) | R&V Personal Finance | Decorah, Iowa | CFP | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Jacob Stalder](https://find.wellspent.co/advisors/jacob-stalder.md) | Navigate Financial Planning LLC | Cedar Falls, Iowa | CFP | Subscription, One-time planning fee |
| [Michael Dunlop](https://find.wellspent.co/advisors/michael-dunlop.md) | Ignite Financial | Cedar Falls, Iowa | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Travis Allen](https://find.wellspent.co/advisors/travis-allen.md) | Custom Wealth Planners | Ankeny, Iowa | CFA, CFP, RICP | Percentage of assets, One-time planning fee |
| [Benjamin Geiger](https://find.wellspent.co/advisors/benjamin-geiger.md) | Simplified Planning | Johnston, Iowa | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Carrie Houchins-Witt](https://find.wellspent.co/advisors/carrie-houchins-witt.md) | Carrie Houchins-Witt Tax & Financial Services LLC | Coralville, Iowa | CFP, EA, RICP | Hourly, Flat fee or retainer, One-time planning fee |
| [Chad Gammon](https://find.wellspent.co/advisors/chad-gammon.md) | Custom Fit Financial LLC | Cedar Rapids, Iowa | CFP, EA, MBA, RICP | Subscription, One-time planning fee, Hourly |
| [Jason Gunkel](https://find.wellspent.co/advisors/jason-gunkel.md) | Syverson Strege | West Des Moines, Iowa | CAP, CFA, CFP, AEP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Jeanna Nation](https://find.wellspent.co/advisors/jeanna-nation.md) | West Financial Advisors, LLC | Des Moines, Iowa | CFP, CPA/PFS, RICP | Percentage of assets, Hourly |
| [Kade Hammes](https://find.wellspent.co/advisors/kade-hammes.md) | Storybook Financial | Coralville, Iowa | CFP, RLP | Percentage of assets, Hourly, Fixed fees |
| [Matt Hylland](https://find.wellspent.co/advisors/matt-hylland.md) | Arnold & Mote Wealth Management | Hiawatha, Iowa | CFP, MBA | Percentage of assets, Flat fee or retainer |
| [Quinn Arnold](https://find.wellspent.co/advisors/quinn-arnold.md) | Arnold Financial Planning LLC | Cedar Rapids, Iowa | CFP | Percentage of assets, Flat fee or retainer |
| [Nathan Nicolaisen](https://find.wellspent.co/advisors/nathan-nicolaisen.md) | Redspire Wealth Management, LLC | West Des Moines, Iowa | CFP, MBA | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Steven Kane](https://find.wellspent.co/advisors/steven-kane.md) | Kane Company Wealth Management, Inc. | Johnston, Iowa | CFP, CPA, PFS | Percentage of assets, Hourly, Fixed fees |
| [David Cunningham](https://find.wellspent.co/advisors/david-cunningham.md) | LW Advisors | Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joseph Hart](https://find.wellspent.co/advisors/joseph-hart.md) | Hart Wealth Management | West Des Moines, Iowa | CFP | Percentage of assets, Fixed fees |
| [Andrew Tuecke](https://find.wellspent.co/advisors/andrew-tuecke.md) | Stewards Advisory Services | Marion, Iowa | CFP | Percentage of assets, Hourly |
| [Jeff Newburn](https://find.wellspent.co/advisors/jeff-newburn.md) | Plan2Thrive Financial Services | Eldridge, Iowa | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kevin Pira](https://find.wellspent.co/advisors/kevin-pira.md) | Pira Wealth Management | Coralville, Iowa | CFP | Percentage of assets, Fixed fees |
| [April Blasen](https://find.wellspent.co/advisors/april-blasen.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees |
| [Joseph Leibfried](https://find.wellspent.co/advisors/joseph-leibfried.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees |
| [Logan Ben](https://find.wellspent.co/advisors/logan-ben.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees |
| [Peter Deacon](https://find.wellspent.co/advisors/peter-deacon.md) | Forrest Financial Services | Windsor Heights, Iowa | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ricky Winslow](https://find.wellspent.co/advisors/ricky-winslow.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees |
| [Ryan Keating](https://find.wellspent.co/advisors/ryan-keating.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees |
| [Stephen Forrest](https://find.wellspent.co/advisors/stephen-forrest.md) | Forrest Financial Services | Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jonathan Glaser](https://find.wellspent.co/advisors/jonathan-glaser.md) | Iowa Wealth Management | West Des Moines, Iowa | CFP | Percentage of assets, Hourly |
| [Randy Immeker](https://find.wellspent.co/advisors/randy-immeker.md) | Compass Lighthouse Capital | Orange City, Iowa | CFP, ChFC | Percentage of assets, Fixed fees |
| [Andrew Swanson](https://find.wellspent.co/advisors/andrew-swanson.md) | Nikulski Financial, Inc. | Bettendorf, Iowa | CFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Kacy Bass](https://find.wellspent.co/advisors/kacy-bass.md) | Clarity Asset Management, Inc. | Ames, Iowa | CFP | Percentage of assets, Fixed fees |
| [Lance Beckman](https://find.wellspent.co/advisors/lance-beckman.md) | ClearWealth | Burlington, Iowa | CFP | Percentage of assets, Hourly, Fixed fees |
| [Mike Johnson](https://find.wellspent.co/advisors/mike-johnson.md) | Teacher Wealth | Des Moines, Iowa | CFP | Percentage of assets, Hourly, Subscription, Fixed fees |
| [Nicholas Timm](https://find.wellspent.co/advisors/nicholas-timm.md) | Cedar Point Capital Partners | Cedar Rapids, Iowa | AIF, CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Ryan Brueck](https://find.wellspent.co/advisors/ryan-brueck.md) | ClearWealth | Davenport, Iowa | CFP | Percentage of assets, Hourly, Fixed fees |
| [Taylor Wilson](https://find.wellspent.co/advisors/taylor-wilson.md) | Greenstone Wealth Management | Forest City, Iowa | CFP | Percentage of assets, Fixed fees |
| [Abby Belvin](https://find.wellspent.co/advisors/abby-belvin.md) | West Financial Advisors | Des Moines, Iowa | CFP | Percentage of assets, Hourly |
| [Bradley Lewis](https://find.wellspent.co/advisors/bradley-lewis.md) | Steele Capital Management | Dubuque, Iowa | CFP | Percentage of assets |
| [Brian Nikulski](https://find.wellspent.co/advisors/brian-nikulski.md) | Nikulski Financial | Bettendorf, Iowa | CFP | Percentage of assets, Hourly, Fixed fees |
| [Bryan Knudson](https://find.wellspent.co/advisors/bryan-knudson.md) | Basepoint Wealth | Cedar Rapids, Iowa | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Cameron Pietzsch](https://find.wellspent.co/advisors/cameron-pietzsch.md) | Syverson Strege | West Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christine McElvania](https://find.wellspent.co/advisors/christine-mcelvania.md) | Quad-Cities Investment Group | Davenport, Iowa | CFP, CFA | Percentage of assets |
| [Christopher Boxleiter](https://find.wellspent.co/advisors/christopher-boxleiter.md) | Steele Capital Management | Dubuque, Iowa | CFP | Percentage of assets |
| [Clay Budach](https://find.wellspent.co/advisors/clay-budach.md) | Custom Wealth Planners | Ankeny, Iowa | CFP | Percentage of assets, Fixed fees |
| [Damian Beard](https://find.wellspent.co/advisors/damian-beard.md) | Syverson Strege | West Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees |
| [Douglas Vander Weide](https://find.wellspent.co/advisors/douglas-vander-weide.md) | Valiant Wealth | West Des Moines, Iowa | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Elizabeth Pennington](https://find.wellspent.co/advisors/elizabeth-pennington.md) | Atwood Financial Planning | Des Moines, Iowa | CFP | Hourly, Fixed fees |
| [Elizabeth Ratashak-Vogel](https://find.wellspent.co/advisors/elizabeth-ratashak-vogel.md) | R&v Personal Finance | Decorah, Iowa | CFP | Percentage of assets, Hourly, Fixed fees |
| [Emilee Derifield](https://find.wellspent.co/advisors/emilee-derifield.md) | West Financial Advisors | Des Moines, Iowa | CFP | Percentage of assets, Hourly |
| [Emily Koonce](https://find.wellspent.co/advisors/emily-koonce.md) | Boyle Capital | West Des Moines, Iowa | CFP | Percentage of assets, Hourly, Performance-based fees |
| [Ethan Good](https://find.wellspent.co/advisors/ethan-good.md) | Nikulski Financial | Bettendorf, Iowa | CFP, CFA | Percentage of assets, Hourly, Fixed fees |

Showing the first 50 of 83. The full list, page by page: https://find.wellspent.co/by/cfp-financial-advisors/iowa/?page=2

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).