Advisors for under $500,000 in Iowa
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Travis Allen Custom Wealth Planners, Ankeny Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Christine McElvania Quad-Cities Investment Group, Davenport Holds the CFP and CFA. Fees on file: percentage of assets.
- Lance Gunkel Syverson Strege, West Des Moines Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Jeanna Nation West Financial Advisors, LLC, Des Moines Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- William Wallace Basepoint Wealth, Cedar Rapids 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.
By the numbers
- Advisors listed
- 141
- Firms
- 51
- Cities
- 23
- Hold the CFP
- 45%
- Other credentials: CFA 6% · CPA 1% · ChFC 5%
- How they charge (of 141 with fees on file): percentage of assets 98% · fixed fees 74% · hourly 63% · performance-based fees 12%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 141 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Loren Sherman | Integrity Wealth Management | Waukee | Not listed | Flat fee or retainer, Ongoing planning fee |
| 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 |
| 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 |
| Scott Leibfried | StackStone Wealth | Dubuque | ChFC | Percentage of assets, Fixed fees |
| Taylor Wilson | Greenstone Wealth Management | Forest City | CFP | Percentage of assets, Fixed fees |
| Amanda Kelley | Plan2Thrive Financial Services | Eldridge | Not listed | Percentage of assets, Hourly |
| Andrew Picchietti | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Joseph Jay | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Patrick Campbell | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Patrick Reid | Plan2Thrive Financial Services | Eldridge | Not listed | Percentage of assets, Hourly |
| Aiden Dunne | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Brittany Glendenning | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Conner Krantz | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Dashle Kelley | Calibrate Wealth | Des Moines | Not listed | Percentage of assets |
| Gary Rowan | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Gregory Johns | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Hannah Fangmann | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Jay Polson | Polson Wealth Management | Des Moines | Not listed | Percentage of assets, Hourly |
| Kelly Schwigel | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Kyle Thompson | Leetown Advisors | Ankeny | Not listed | Percentage of assets, Hourly |
| Mark Frederick | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Nick Splinter | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Stacey Willenbring | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Steven McDonough | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Zachary Marsh | Calibrate Wealth | Clive | Not listed | Percentage of assets |
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