Flat-fee financial advisors in Iowa
How do I find fee-only advisors who charge flat or fixed fees in Iowa?
In Iowa, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Chad Gammon of Custom Fit Financial LLC, Travis Allen of Custom Wealth Planners and Carrie Houchins-Witt of Carrie Houchins-Witt Tax & Financial Services LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- 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.
- Carrie Houchins-Witt Carrie Houchins-Witt Tax & Financial Services LLC, Coralville Holds the CFP and EA. Fees on file: hourly, flat fee or retainer.
- Ethan Good Nikulski Financial, Bettendorf 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.
- Jason Gunkel Syverson Strege, West Des Moines Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 142
- Firms
- 56
- Cities
- 26
- Hold the CFP
- 48%
- Other credentials: CFA 9% · CPA 1% · EA 1%
- How they charge (of 142 with fees on file): percentage of assets 93% · fixed fees 91% · hourly 65% · 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
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in Iowa are there?
The Wellspent public graph lists 142 fee-only advisors who charge flat or fixed fees in Iowa, at 56 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge flat or fixed fees in Iowa located?
Of the 142 fee-only advisors who charge flat or fixed fees in Iowa, 23 are in Cedar Rapids, followed by 22 in West Des Moines and 17 in Dubuque.
How do fee-only advisors who charge flat or fixed fees in Iowa charge?
The most common fee among fee-only advisors who charge flat or fixed fees in Iowa is a percentage of assets, used by 93% of the 142 with fees on file. Many use more than one: 91% charge fixed fees and 65% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in Iowa hold the CFP?
48% of the 142 fee-only advisors who charge flat or fixed fees 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 charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in Iowa?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 142 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Michael Gallagher | Pecaut Wealth Management | Sioux City | CFA | Percentage of assets, Fixed fees |
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