# Virtual financial advisors in Iowa

> In Iowa, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Chad Gammon of Custom Fit Financial LLC, Benjamin Geiger of Simplified Planning and Matt Hylland of Arnold & Mote Wealth Management.

Page: https://find.wellspent.co/by/virtual-financial-advisors/iowa/
26 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who work with clients virtually in Iowa?

In Iowa, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Chad Gammon of Custom Fit Financial LLC, Benjamin Geiger of Simplified Planning and Matt Hylland of Arnold & Mote Wealth Management.

## How many fee-only advisors who work with clients virtually in Iowa are there?

The Wellspent public graph lists 26 fee-only advisors who work with clients virtually in Iowa, at 10 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who work with clients virtually in Iowa located?

Of the 26 fee-only advisors who work with clients virtually in Iowa, 17 are in Dubuque, followed by 2 in Cedar Rapids and 1 in Cedar Falls.

## How do fee-only advisors who work with clients virtually in Iowa charge?

The most common fee among fee-only advisors who work with clients virtually in Iowa is a percentage of assets, used by 88% of the 26 with fees on file. Many use more than one: 77% charge fixed fees and 12% charge a one-time planning fee.

## How many fee-only advisors who work with clients virtually in Iowa hold the CFP?

46% of the 26 fee-only advisors who work with clients virtually 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 work with clients virtually?

We count an advisor here when their firm's website says they work with clients virtually.

## What should I ask fee-only advisors who work with clients virtually in Iowa?

Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person?

## How current is this list of fee-only advisors who work with clients virtually 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.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Jacob Stalder](https://find.wellspent.co/advisors/jacob-stalder.md) | Navigate Financial Planning LLC | Cedar Falls, Iowa | CFP | Subscription, One-time planning fee |
| [Benjamin Geiger](https://find.wellspent.co/advisors/benjamin-geiger.md) | Simplified Planning | Johnston, Iowa | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Chad Gammon](https://find.wellspent.co/advisors/chad-gammon.md) | Custom Fit Financial LLC | Cedar Rapids, Iowa | CFP, EA, MBA, RICP | Subscription, One-time planning fee, Hourly |
| [Kade Hammes](https://find.wellspent.co/advisors/kade-hammes.md) | Storybook Financial | Coralville, Iowa | CFP, RLP | Percentage of assets, Hourly, Fixed fees |
| [Matt Hylland](https://find.wellspent.co/advisors/matt-hylland.md) | Arnold & Mote Wealth Management | Hiawatha, Iowa | CFP, MBA | Percentage of assets, Flat fee or retainer |
| [Quinn Arnold](https://find.wellspent.co/advisors/quinn-arnold.md) | Arnold Financial Planning LLC | Cedar Rapids, Iowa | CFP | Percentage of assets, Flat fee or retainer |
| [Joseph Hart](https://find.wellspent.co/advisors/joseph-hart.md) | Hart Wealth Management | West Des Moines, Iowa | CFP | Percentage of assets, Fixed fees |
| [April Blasen](https://find.wellspent.co/advisors/april-blasen.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees |
| [Joseph Leibfried](https://find.wellspent.co/advisors/joseph-leibfried.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees |
| [Logan Ben](https://find.wellspent.co/advisors/logan-ben.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees |
| [Loren Sherman](https://find.wellspent.co/advisors/loren-sherman.md) | Integrity Wealth Management | Waukee, Iowa |   | Flat fee or retainer, Ongoing planning fee |
| [Ricky Winslow](https://find.wellspent.co/advisors/ricky-winslow.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees |
| [Ryan Keating](https://find.wellspent.co/advisors/ryan-keating.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees |
| [Scott Leibfried](https://find.wellspent.co/advisors/scott-leibfried.md) | StackStone Wealth | Dubuque, Iowa | ChFC | Percentage of assets, Fixed fees |
| [Aiden Dunne](https://find.wellspent.co/advisors/aiden-dunne.md) | StackStone Wealth | Dubuque, Iowa |   | Percentage of assets, Fixed fees |
| [Brittany Glendenning](https://find.wellspent.co/advisors/brittany-glendenning.md) | StackStone Wealth | Dubuque, Iowa |   | Percentage of assets, Fixed fees |
| [Conner Krantz](https://find.wellspent.co/advisors/conner-krantz.md) | StackStone Wealth | Dubuque, Iowa |   | Percentage of assets, Fixed fees |
| [Gary Rowan](https://find.wellspent.co/advisors/gary-rowan.md) | StackStone Wealth | Dubuque, Iowa |   | Percentage of assets, Fixed fees |
| [Gregory Johns](https://find.wellspent.co/advisors/gregory-johns.md) | StackStone Wealth | Dubuque, Iowa |   | Percentage of assets, Fixed fees |
| [Hannah Fangmann](https://find.wellspent.co/advisors/hannah-fangmann.md) | StackStone Wealth | Dubuque, Iowa |   | Percentage of assets, Fixed fees |
| [Kelly Schwigel](https://find.wellspent.co/advisors/kelly-schwigel.md) | StackStone Wealth | Dubuque, Iowa |   | Percentage of assets, Fixed fees |
| [Kyle Thompson](https://find.wellspent.co/advisors/kyle-thompson-6598283.md) | Leetown Advisors | Ankeny, Iowa |   | Percentage of assets, Hourly, Fixed fees |
| [Mark Frederick](https://find.wellspent.co/advisors/mark-frederick.md) | StackStone Wealth | Dubuque, Iowa |   | Percentage of assets, Fixed fees |
| [Nick Splinter](https://find.wellspent.co/advisors/nick-splinter.md) | StackStone Wealth | Dubuque, Iowa |   | Percentage of assets, Fixed fees |
| [Stacey Willenbring](https://find.wellspent.co/advisors/stacey-willenbring.md) | StackStone Wealth | Dubuque, Iowa |   | Percentage of assets, Fixed fees |
| [Steven McDonough](https://find.wellspent.co/advisors/steven-mcdonough.md) | StackStone Wealth | Dubuque, Iowa |   | Percentage of assets, Fixed fees |

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).
