Hourly financial advisors in Iowa
How do I find fee-only advisors who charge by the hour in Iowa?
In Iowa, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Carrie Houchins-Witt of Carrie Houchins-Witt Tax & Financial Services LLC, Chad Gammon of Custom Fit Financial LLC and Scott Snyder of Acadia Legacy Group.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Carrie Houchins-Witt Carrie Houchins-Witt Tax & Financial Services LLC, Coralville Holds the CFP and EA. Fees on file: hourly, flat fee or retainer.
- Chad Gammon Custom Fit Financial LLC, Cedar Rapids Holds the CFP and EA. Fees on file: subscription, one-time planning fee.
- Scott Snyder Acadia Legacy Group, Clive Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Andrew Swanson Nikulski Financial, Inc., 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.
- Lance Gunkel Syverson Strege, West Des Moines Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 119
- Firms
- 50
- Cities
- 22
- Hold the CFP
- 50%
- Other credentials: CFA 10% · CPA 2% · EA 2%
- How they charge (of 119 with fees on file): hourly 95% · percentage of assets 92% · fixed fees 74% · performance-based fees 15%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Iowa are there?
The Wellspent public graph lists 119 fee-only advisors who charge by the hour in Iowa, at 50 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in Iowa located?
Of the 119 fee-only advisors who charge by the hour in Iowa, 23 are in Cedar Rapids, followed by 23 in West Des Moines and 14 in Des Moines.
How do fee-only advisors who charge by the hour in Iowa charge?
The most common fee among fee-only advisors who charge by the hour in Iowa is an hourly rate, used by 95% of the 119 with fees on file. Many use more than one: 92% charge a percentage of assets and 74% charge fixed fees.
How many fee-only advisors who charge by the hour in Iowa hold the CFP?
50% of the 119 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Iowa?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 119 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 |
| 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 |
| 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 |
| 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 |
| Christian Voigtlander | Gibraltar Capital Management | Urbandale | CFA | Percentage of assets, Hourly |
| Peter Deacon | Forrest Financial Services | Windsor Heights | CFP | Percentage of assets, Hourly |
| 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 |
| Andrew Swanson | Nikulski Financial, Inc. | Bettendorf | CFA, CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Jay Polson | Polson Wealth Management | Des Moines | Not listed | Percentage of assets, Hourly |
| Kyle Thompson | Leetown Advisors | Ankeny | Not listed | Percentage of assets, Hourly |
| 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 |
| Alexandra Mickelson | Lunea Wealth Management | Cedar Rapids | Not listed | One-time planning fee, Ongoing planning fee |
| Jennifer Jorgenson | Nabity Jensen Investments | Sidney | Not listed | One-time planning fee |
| Abby Belvin | West Financial Advisors | Des Moines | CFP | Percentage of assets, Hourly |
| 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 |
| Damian Beard | Syverson Strege | West Des Moines | CFP | Percentage of assets, Hourly |
| Elizabeth Pennington | Atwood Financial Planning | Des Moines | CFP | Hourly, Fixed fees |
| Elizabeth Ratashak-Vogel | R&v Personal Finance | Decorah | 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 |
| 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 |
| Karla Hoppes | Cedar Valley Wealth Advisors | Cedar Falls | CFP | Percentage of assets, Hourly |
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