Firm
Basepoint Wealth
Cedar Rapids, Iowa
Fee-only
Basepoint Wealth at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 13 advisors are listed here; 8 of 13 hold the CFP.
- Its Form ADV reports 24 employees and 1,242 individual clients, 261 of them high net worth.
- Its average account is about $238,000 (assets it manages divided by its 3,715 accounts).
Facts
| Based in | Cedar Rapids, Iowa |
|---|---|
| Website | basepointwealththepoint.buzzsprout.com |
| Phone | (319) 826-1898 |
Basepoint Wealth fees
Basepoint Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $884 million |
| Individual clients | 981 |
| High-net-worth clients | 261 |
| Accounts managed | 3,715 |
| Employees | 24 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-111782) |
| Financial planning | Offered |
| Form ADV filed | August 28, 2026 |
| SEC record | CRD 289538 |