Firm
Quad-Cities Investment Group
Davenport, Iowa
Fee-only
Quad-Cities Investment Group at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 7 advisors are listed here; 2 of 7 hold the CFP.
- Its Form ADV reports 8 employees and 593 individual clients, 137 of them high net worth.
- Its average account is about $275,000 (assets it manages divided by its 1,546 accounts).
Facts
| Based in | Davenport, Iowa |
|---|---|
| Website | quadcitiesinvestmentgroup.com |
| Phone | (563) 484-5000 |
Quad-Cities Investment Group fees
Quad-Cities Investment Group 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 |
|---|---|
| Assets managed | $426 million |
| Individual clients | 456 |
| High-net-worth clients | 137 |
| Accounts managed | 1,546 |
| Employees | 8 |
| Planning clients | 0 |
| Registered with | The SEC (801-71612) |
| Financial planning | Offered |
| Form ADV filed | April 16, 2026 |
| SEC record | CRD 154113 |