Advisors for $500,000 to $1 million in Iowa
How do I find fee-only advisors for $500,000 to $1 million in Iowa?
In Iowa, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Scott Snyder of Acadia Legacy Group, Andrew Swanson of Nikulski Financial, Inc. and Betsy Ratashak-Vogel of R&V Personal Finance.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Scott Snyder Acadia Legacy Group, Clive Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Andrew Swanson Nikulski Financial, Inc., Bettendorf Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Betsy Ratashak-Vogel R&V Personal Finance, Decorah Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Michael Jiskoot Valiant Wealth, West Des Moines Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Joseph Hart Hart Wealth Management, West Des Moines Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Karla Hoppes Cedar Valley Wealth Advisors, Cedar Falls Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 38
- Firms
- 12
- Cities
- 9
- Hold the CFP
- 39%
- Other credentials: CFA 16% · ChFC 3%
- How they charge (of 38 with fees on file): percentage of assets 100% · fixed fees 45% · hourly 39% · performance-based fees 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
How many fee-only advisors for $500,000 to $1 million in Iowa are there?
The Wellspent public graph lists 38 fee-only advisors for $500,000 to $1 million in Iowa, at 12 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.
Where are fee-only advisors for $500,000 to $1 million in Iowa located?
Of the 38 fee-only advisors for $500,000 to $1 million in Iowa, 14 are in Dubuque, followed by 8 in Bettendorf and 4 in West Des Moines.
How do fee-only advisors for $500,000 to $1 million in Iowa charge?
All 38 fee-only advisors for $500,000 to $1 million in Iowa with fees on file charge a percentage of assets. Many use more than one: 45% charge fixed fees and 39% charge by the hour.
How many fee-only advisors for $500,000 to $1 million in Iowa hold the CFP?
39% of the 38 fee-only advisors for $500,000 to $1 million in Iowa hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors for $500,000 to $1 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $500,000 to $1 million in Iowa?
What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?
How current is this list of fee-only advisors for $500,000 to $1 million 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 38 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Betsy Ratashak-Vogel | R&V Personal Finance | Decorah | CFP | Percentage of assets, Ongoing planning fee |
| Joseph Hart | Hart Wealth Management | West Des Moines | CFP | Percentage of assets, Fixed fees |
| Christian Voigtlander | Gibraltar Capital Management | Urbandale | CFA | Percentage of assets, Hourly |
| Andrew Swanson | Nikulski Financial, Inc. | Bettendorf | CFA, CFP | Percentage of assets, Hourly |
| Steven Reed | Reed Financial | Urbandale | ChFC | Percentage of assets |
| Michael Gallagher | Pecaut Wealth Management | Sioux City | CFA | Percentage of assets, Fixed fees |
| Daniel Pecaut | Pecaut Wealth Management | Sioux City | Not listed | Percentage of assets, Fixed fees |
| John Pecaut | Pecaut Wealth Management | Sioux City | Not listed | Percentage of assets, Fixed fees |
| Bradley Lewis | Steele Capital Management | Dubuque | CFP | Percentage of assets |
| Brian Nikulski | Nikulski Financial | Bettendorf | CFP | Percentage of assets, Hourly |
| Christopher Boxleiter | Steele Capital Management | Dubuque | CFP | Percentage of assets |
| Douglas Vander Weide | Valiant Wealth | West Des Moines | CFP | Percentage of assets, Fixed fees |
| Elizabeth Ratashak-Vogel | R&v Personal Finance | Decorah | CFP | Percentage of assets, Hourly |
| Ethan Good | Nikulski Financial | Bettendorf | CFP, CFA | Percentage of assets, Hourly |
| Justin Schultz | Steele Capital Management | Dubuque | CFP | Percentage of assets |
| Karla Hoppes | Cedar Valley Wealth Advisors | Cedar Falls | CFP | Percentage of assets, Hourly |
| Michael Jiskoot | Valiant Wealth | West Des Moines | CFP | Percentage of assets, Fixed fees |
| Nicholas Smith | Steele Capital Management | Dubuque | CFP | Percentage of assets |
| Scott Snyder | Acadia Legacy Group | Clive | CFP, CFA | Percentage of assets, Hourly |
| William Streff | Steele Capital Management | Waukee | CFP | Percentage of assets |
| Brett Wessels | Steele Capital Management | Dubuque | CFA | Percentage of assets |
| Alec Jackson | Valiant Wealth | West Des Moines | Not listed | Percentage of assets, Fixed fees |
| Amber Netherton | Nikulski Financial | Bettendorf | Not listed | Percentage of assets, Hourly |
| Dawn Otting | Steele Capital Management | Dubuque | Not listed | Percentage of assets |
| Graye Freeman | Nikulski Financial | Bettendorf | Not listed | Percentage of assets, Hourly |
| Jake Hoppes | Cedar Valley Wealth Advisors | Cedar Falls | Not listed | Percentage of assets, Hourly |
| Jennifer Kettering | Steele Capital Management | Dubuque | Not listed | Percentage of assets |
| Joel Lawlor | Nikulski Financial | Bettendorf | Not listed | Percentage of assets, Hourly |
| Kathryn Moran | Steele Capital Management | Dubuque | Not listed | Percentage of assets |
| Mario Jorge | Nikulski Financial | Bettendorf | Not listed | Percentage of assets, Hourly |
| Martin Smith | Steele Capital Management | Dubuque | Not listed | Percentage of assets |
| Michael Steele | Steele Capital Management | Dubuque | Not listed | Percentage of assets |
| Nicholas Hoffmann | Steele Capital Management | Dubuque | Not listed | Percentage of assets |
| Robert Heaton | Cedar Valley Wealth Advisors | Cedar Falls | Not listed | Percentage of assets, Hourly |
| Talen Butler | Nikulski Financial | Bettendorf | Not listed | Percentage of assets, Hourly |
| Thomas Halatek | Steele Capital Management | Dubuque | Not listed | Percentage of assets |
| Trent Steines | Steele Capital Management | Dubuque | Not listed | Percentage of assets |
| Vernon Henjes | Steele Capital Management | Dubuque | Not listed | Percentage of assets |
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