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Advisors for under $500,000 in Iowa

All 141 advisors

Advisors for under $500,000 in Iowa: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Brennen Schmertmann St. Therese Financial Bettendorf Not listed Percentage of assets
David Becker Keystone Wealth Management Waterloo Not listed Percentage of assets, Fixed fees
Elizabeth Johnson Iowa Wealth Management West Des Moines Not listed Percentage of assets, Hourly
Noah Schmall Bridgeway Wealth Management Cedar Rapids Not listed Percentage of assets, Hourly
Elijah Wagner Greenstone Wealth Management Forest City Not listed Percentage of assets, Fixed fees
Eric Peterson Peterson Financial Group Des Moines Not listed Percentage of assets, Fixed fees
Jared Stines Peterson Financial Group Des Moines Not listed Percentage of assets, Fixed fees
Julianna Burkholder Greenstone Wealth Management Forest City Not listed Percentage of assets, Fixed fees
Levi Rogeness Greenstone Wealth Management Forest City Not listed Percentage of assets, Fixed fees
Richard Rademacher Peterson Financial Group Des Moines Not listed Percentage of assets, Fixed fees
Stephen Mickelson Red Cedar Advisory Cedar Rapids Not listed Percentage of assets
Abby Belvin West Financial Advisors Des Moines 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
Clay Budach Custom Wealth Planners Ankeny CFP Percentage of assets, Fixed fees
Damian Beard Syverson Strege West Des Moines 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
Jason Kane Kane Company Wealth Management Johnston CFP Percentage of assets, Hourly
Jayden Moore Rockway Wealth Partners Waterloo CFP Percentage of assets, Hourly
Jennifer Scheck Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Jeremy Hauer Quad-Cities Investment Group Davenport CFP Percentage of assets
Johnne Syverson Syverson Strege West Des Moines CFP, ChFC Percentage of assets, Hourly
Kathryn Wallace Basepoint Wealth Cedar Rapids CFP, ChFC Percentage of assets, Hourly
Kirk Sadilek Basepoint Wealth Cedar Rapids CFP, ChFC Percentage of assets, Hourly
Kyle Bakas Arnold and Mote Wealth Management Hiawatha CFP Hourly, Fixed fees
Lance Gunkel Syverson Strege West Des Moines CFP, CFA Percentage of assets, Hourly
Lance Knaack Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Landis Wiley Basepoint Wealth Cedar Rapids CFP Percentage of assets, Hourly
Laura West West Financial Advisors Des Moines CFP Percentage of assets, Hourly
Mark Tholl Wealthspan Partners Davenport CFP Percentage of assets, Hourly
Matthew Roberts Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Michael Banasiak Omni Wealth Management Waukee CFP Percentage of assets, Hourly
Michael Johnson Teacher Wealth Des Moines CFP Percentage of assets, Hourly
Nevin Conlon Clarity Asset Management Ames CFP Percentage of assets, Fixed fees
Ryan Simpson Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Ryan Watermiller Basepoint Wealth Cedar Rapids CFP Percentage of assets, Hourly
Scott Cooley Basepoint Wealth Cedar Rapids CFP, ChFC Percentage of assets, Hourly
Shayne Boles Basepoint Wealth Cedar Rapids CFP Percentage of assets, Hourly
Tanner Sprouse Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Teresa Baumann Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Tim Roemmich Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Trent Von Ahsen Cedar Point Capital Partners Cedar Rapids CFP Percentage of assets, Hourly
Wayne Johnson Syverson Strege West Des Moines CFP Percentage of assets, Hourly
William Wallace Basepoint Wealth Cedar Rapids CFP, PFS, CFA Percentage of assets, Hourly
Christopher Funaro Passage Global Capital Management Bettendorf CFA Percentage of assets, Hourly
Kevin McLean Syverson Strege West Des Moines CFA Percentage of assets, Hourly
Oguz Ersan Passage Global Capital Management Bettendorf CFA Percentage of assets, Hourly
Royce Woodley Wealthspan Partners Davenport CFA Percentage of assets, Hourly