CFP financial advisors in Iowa
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Carrie Houchins-Witt Carrie Houchins-Witt Tax & Financial Services LLC, Coralville Holds the CFP and EA. Fees on file: hourly, flat fee or retainer.
- Chad Gammon Custom Fit Financial LLC, Cedar Rapids Holds the CFP and EA. Fees on file: subscription, one-time planning fee.
- Travis Allen Custom Wealth Planners, Ankeny Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Lance Gunkel Syverson Strege, West Des Moines Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Steven Kane Kane Company Wealth Management, Inc., Johnston Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Christine McElvania Quad-Cities Investment Group, Davenport Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 83
- Firms
- 46
- Cities
- 22
- Hold the CFP
- 100%
- Other credentials: CFA 10% · CPA 2% · EA 2%
- How they charge (of 83 with fees on file): percentage of assets 93% · fixed fees 70% · hourly 67% · performance-based fees 13%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
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.
All 83 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Betsy Ratashak-Vogel | R&V Personal Finance | Decorah | CFP | Percentage of assets, Ongoing planning fee |
| Jacob Stalder Advice-only planning for people pursuing early retirement, with values-based strategies and no need to move investments. | Navigate Financial Planning LLC | Cedar Falls | CFP | Subscription, One-time planning fee |
| Michael Dunlop | Ignite Financial | Cedar Falls | CFP | Flat fee or retainer, Ongoing planning fee |
| Travis Allen Fiduciary Financial Planning & Investment Management. | Custom Wealth Planners | Ankeny | CFA, CFP, RICP | Percentage of assets, One-time planning fee |
| Benjamin Geiger | Simplified Planning | Johnston | CFP | Ongoing planning fee, Percentage of assets |
| Carrie Houchins-Witt | Carrie Houchins-Witt Tax & Financial Services LLC | Coralville | CFP, EA, RICP | Hourly, Flat fee or retainer |
| Chad Gammon Advice-only planning and tax strategy for DIY pre-retirees, engineers and educators with a net worth of $2 million or less. | Custom Fit Financial LLC | Cedar Rapids | CFP, EA, MBA, RICP | Subscription, One-time planning fee |
| Jason Gunkel | Syverson Strege | West Des Moines | CAP, CFA, CFP, AEP | Percentage of assets, Hourly |
| Jeanna Nation | West Financial Advisors, LLC | Des Moines | CFP, CPA/PFS, RICP | Percentage of assets, Hourly |
| Kade Hammes | Storybook Financial | Coralville | CFP, RLP | Percentage of assets, Hourly |
| Matt Hylland | Arnold & Mote Wealth Management | Hiawatha | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Quinn Arnold | Arnold Financial Planning LLC | Cedar Rapids | CFP | Percentage of assets, Flat fee or retainer |
| Nathan Nicolaisen | Redspire Wealth Management, LLC | West Des Moines | CFP, MBA | Ongoing planning fee, One-time planning fee |
| Steven Kane | Kane Company Wealth Management, Inc. | Johnston | CFP, CPA, PFS | Percentage of assets, Hourly |
| David Cunningham | LW Advisors | Des Moines | CFP | Percentage of assets, Hourly |
| Joseph Hart | Hart Wealth Management | West Des Moines | CFP | Percentage of assets, Fixed fees |
| Andrew Tuecke | Stewards Advisory Services | Marion | CFP | Percentage of assets, Hourly |
| Jeff Newburn | Plan2Thrive Financial Services | Eldridge | CFP | Percentage of assets, Hourly |
| Kevin Pira | Pira Wealth Management | Coralville | CFP | Percentage of assets, Fixed fees |
| April Blasen | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Joseph Leibfried | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Logan Ben | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Peter Deacon | Forrest Financial Services | Windsor Heights | CFP | Percentage of assets, Hourly |
| Ricky Winslow | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Ryan Keating | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Stephen Forrest | Forrest Financial Services | Des Moines | CFP | Percentage of assets, Hourly |
| Jonathan Glaser | Iowa Wealth Management | West Des Moines | CFP | Percentage of assets, Hourly |
| Randy Immeker | Compass Lighthouse Capital | Orange City | CFP, ChFC | Percentage of assets, Fixed fees |
| Andrew Swanson | Nikulski Financial, Inc. | Bettendorf | CFA, CFP | Percentage of assets, Hourly |
| Kacy Bass | Clarity Asset Management, Inc. | Ames | CFP | Percentage of assets, Fixed fees |
| Lance Beckman | ClearWealth | Burlington | CFP | Percentage of assets, Hourly |
| Mike Johnson | Teacher Wealth | Des Moines | CFP | Percentage of assets, Hourly |
| Nicholas Timm | Cedar Point Capital Partners | Cedar Rapids | AIF, CFP, ChFC | Percentage of assets, Hourly |
| Ryan Brueck | ClearWealth | Davenport | CFP | Percentage of assets, Hourly |
| Taylor Wilson | Greenstone Wealth Management | Forest City | CFP | Percentage of assets, Fixed fees |
| Abby Belvin | West Financial Advisors | Des Moines | CFP | Percentage of assets, Hourly |
| Bradley Lewis | Steele Capital Management | Dubuque | CFP | Percentage of assets |
| Brian Nikulski | Nikulski Financial | Bettendorf | CFP | Percentage of assets, Hourly |
| Bryan Knudson | Basepoint Wealth | Cedar Rapids | CFP | Percentage of assets, Hourly |
| Cameron Pietzsch | Syverson Strege | West Des Moines | CFP | Percentage of assets, Hourly |
| Christine McElvania | Quad-Cities Investment Group | Davenport | CFP, CFA | Percentage of assets |
| Christopher Boxleiter | Steele Capital Management | Dubuque | CFP | Percentage of assets |
| Clay Budach | Custom Wealth Planners | Ankeny | CFP | Percentage of assets, Fixed fees |
| Damian Beard | Syverson Strege | West Des Moines | CFP | Percentage of assets, Hourly |
| Douglas Vander Weide | Valiant Wealth | West Des Moines | CFP | Percentage of assets, Fixed fees |
| Elizabeth Pennington | Atwood Financial Planning | Des Moines | CFP | Hourly, Fixed fees |
| Elizabeth Ratashak-Vogel | R&v Personal Finance | Decorah | CFP | Percentage of assets, Hourly |
| Emilee Derifield | West Financial Advisors | Des Moines | CFP | Percentage of assets, Hourly |
| Emily Koonce | Boyle Capital | West Des Moines | CFP | Percentage of assets, Hourly |
| Ethan Good | Nikulski Financial | Bettendorf | CFP, CFA | Percentage of assets, Hourly |
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