| 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 |
| David Becker | Keystone Wealth Management | Waterloo | Not listed | Percentage of assets, Fixed fees |
| Noah Schmall | Bridgeway Wealth Management | Cedar Rapids | Not listed | Percentage of assets, Hourly |
| Alexandra Mickelson | Lunea Wealth Management | Cedar Rapids | Not listed | One-time planning fee, Ongoing planning fee |
| Daniel Pecaut | Pecaut Wealth Management | Sioux City | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Jennifer Jorgenson | Nabity Jensen Investments | Sidney | Not listed | One-time planning fee |
| John Pecaut | Pecaut Wealth Management | Sioux City | 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 |
| Brian Nikulski | Nikulski Financial | Bettendorf | 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 |
| Clay Budach | Custom Wealth Planners | Ankeny | CFP | Percentage of assets, Fixed fees |
| Damian Beard | Syverson Strege | West Des Moines | CFP | Percentage of assets, Hourly |
| Douglas Vander Weide | Valiant Wealth | West Des Moines | CFP | Percentage of assets, Fixed fees |
| Elizabeth Pennington | Atwood Financial Planning | Des Moines | CFP | Hourly, 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 |
| 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 |
| 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 |
| 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 Jiskoot | Valiant Wealth | West Des Moines | CFP | Percentage of assets, Fixed fees |
| 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 |
| Scott Snyder | Acadia Legacy Group | Clive | CFP, CFA | 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 |