Cedar Point Capital Partners
Cedar Rapids, Iowa
Fee-only
Cedar Point Capital Partners at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 6 advisors are listed here; 2 of 6 hold the CFP.
- Its Form ADV reports 7 employees and 294 individual clients, 104 of them high net worth.
- Its average account is about $256,000 (assets it manages divided by its 969 accounts).
Facts
| Based in | Cedar Rapids, Iowa |
|---|---|
| [email protected] | |
| Phone | (319) 582-6800 |
Questions about Cedar Point Capital Partners
How is Cedar Point Capital Partners paid?
Cedar Point Capital Partners's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Cedar Point Capital Partners have in the Wellspent public graph?
The Wellspent public graph lists 6 advisors at Cedar Point Capital Partners, and 2 hold the CFP.
What is the average account at Cedar Point Capital Partners?
Cedar Point Capital Partners's average account is about $256,000. That's the assets on its Form ADV divided by its 969 accounts.
Cedar Point Capital Partners fees
Cedar Point Capital Partners 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 |
|---|---|
| Assets managed | $248 million |
| Individual clients | 190 |
| High-net-worth clients | 104 |
| Accounts managed | 969 |
| Employees | 7 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-123161) |
| Financial planning | Offered |
| Form ADV filed | October 7, 2026 |
| SEC record | CRD 317532 |