Firm
Cedar Valley Wealth Advisors
Cedar Falls, Iowa
Fee-only
Cedar Valley Wealth Advisors at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 92 individual clients, 26 of them high net worth.
- Its average account is about $589,000 (assets it manages divided by its 293 accounts).
Facts
| Based in | Cedar Falls, Iowa |
|---|---|
| Website | cedarvalleywealth.com |
| Phone | (319) 266-6507 |
Cedar Valley Wealth Advisors fees
Cedar Valley Wealth Advisors 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 |
|---|---|
| Assets managed | $173 million |
| Individual clients | 66 |
| High-net-worth clients | 26 |
| Accounts managed | 293 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-113740) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 115511 |