Virtual financial advisors in Iowa
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.
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.
- Benjamin Geiger Simplified Planning, Johnston Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Matt Hylland Arnold & Mote Wealth Management, Hiawatha Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Quinn Arnold Arnold Financial Planning LLC, Cedar Rapids Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Jacob Stalder Navigate Financial Planning LLC, Cedar Falls Holds the CFP. Fees on file: subscription, one-time planning fee.
- Logan Ben StackStone Wealth, Dubuque Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 26
- Firms
- 10
- Cities
- 9
- Hold the CFP
- 46%
- Other credentials: EA 4% · ChFC 4%
- How they charge (of 26 with fees on file): percentage of assets 88% · fixed fees 77% · one-time planning fee 12% · hourly 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
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.
All 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Benjamin Geiger | Simplified Planning | Johnston | CFP | Ongoing planning fee, Percentage of assets |
| 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 |
| 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 |
| Joseph Hart | Hart Wealth Management | West Des Moines | 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 |
| Ricky Winslow | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Ryan Keating | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Scott Leibfried | StackStone Wealth | Dubuque | ChFC | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| 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 |
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