# Advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Travis Allen of Custom Wealth Planners, Christine McElvania of Quad-Cities Investment Group and Lance Gunkel of Syverson Strege. Page: https://find.wellspent.co/by/financial-advisors-under-500k/iowa/ 141 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 for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Travis Allen of Custom Wealth Planners, Christine McElvania of Quad-Cities Investment Group and Lance Gunkel of Syverson Strege. ## How many fee-only advisors for under $500,000 in Iowa are there? The Wellspent public graph lists 141 fee-only advisors for under $500,000 in Iowa, at 51 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000. ## Where are fee-only advisors for under $500,000 in Iowa located? Of the 141 fee-only advisors for under $500,000 in Iowa, 24 are in West Des Moines, followed by 22 in Cedar Rapids and 17 in Dubuque. ## How do fee-only advisors for under $500,000 in Iowa charge? The most common fee among fee-only advisors for under $500,000 in Iowa is a percentage of assets, used by 98% of the 141 with fees on file. Many use more than one: 74% charge fixed fees and 63% charge by the hour. ## How many fee-only advisors for under $500,000 in Iowa hold the CFP? 45% of the 141 fee-only advisors for under $500,000 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 under $500,000? 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 under $500,000 in Iowa? Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client? ## How current is this list of fee-only advisors for under $500,000 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 | |---|---|---|---|---| | [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 | | [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 | | [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 | | [Loren Sherman](https://find.wellspent.co/advisors/loren-sherman.md) | Integrity Wealth Management | Waukee, Iowa | | Flat fee or retainer, Ongoing planning fee | | [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 | | [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 | | [Scott Leibfried](https://find.wellspent.co/advisors/scott-leibfried.md) | StackStone Wealth | Dubuque, Iowa | ChFC | Percentage of assets, Fixed fees | | [Taylor Wilson](https://find.wellspent.co/advisors/taylor-wilson.md) | Greenstone Wealth Management | Forest City, Iowa | CFP | Percentage of assets, Fixed fees | | [Amanda Kelley](https://find.wellspent.co/advisors/amanda-kelley.md) | Plan2Thrive Financial Services | Eldridge, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Andrew Picchietti](https://find.wellspent.co/advisors/andrew-picchietti.md) | Midwestern Financial Group | Iowa City, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Joseph Jay](https://find.wellspent.co/advisors/joseph-jay.md) | Midwestern Financial Group | Iowa City, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Patrick Campbell](https://find.wellspent.co/advisors/patrick-campbell.md) | Midwestern Financial Group | Iowa City, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Patrick Reid](https://find.wellspent.co/advisors/patrick-reid.md) | Plan2Thrive Financial Services | Eldridge, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Aiden Dunne](https://find.wellspent.co/advisors/aiden-dunne.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Brittany Glendenning](https://find.wellspent.co/advisors/brittany-glendenning.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Conner Krantz](https://find.wellspent.co/advisors/conner-krantz.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Dashle Kelley](https://find.wellspent.co/advisors/dashle-kelley.md) | Calibrate Wealth | Des Moines, Iowa | | Percentage of assets | | [Gary Rowan](https://find.wellspent.co/advisors/gary-rowan.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Gregory Johns](https://find.wellspent.co/advisors/gregory-johns.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Hannah Fangmann](https://find.wellspent.co/advisors/hannah-fangmann.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Jay Polson](https://find.wellspent.co/advisors/jay-polson.md) | Polson Wealth Management | Des Moines, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Kelly Schwigel](https://find.wellspent.co/advisors/kelly-schwigel.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Kyle Thompson](https://find.wellspent.co/advisors/kyle-thompson-6598283.md) | Leetown Advisors | Ankeny, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Mark Frederick](https://find.wellspent.co/advisors/mark-frederick.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Nick Splinter](https://find.wellspent.co/advisors/nick-splinter.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Stacey Willenbring](https://find.wellspent.co/advisors/stacey-willenbring.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Steven McDonough](https://find.wellspent.co/advisors/steven-mcdonough.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Zachary Marsh](https://find.wellspent.co/advisors/zachary-marsh.md) | Calibrate Wealth | Clive, Iowa | | Percentage of assets | Showing the first 50 of 141. The full list, page by page: https://find.wellspent.co/by/financial-advisors-under-500k/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).