Firm
Red Cedar Advisory
Cedar Rapids, Iowa
Fee-only
Red Cedar Advisory at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 155 individual clients, 8 of them high net worth.
- Its average account is about $133,000 (assets it manages divided by its 305 accounts).
Facts
| Based in | Cedar Rapids, Iowa |
|---|---|
| Website | redcedaradvisory.com |
| [email protected] | |
| Phone | (319) 200-6600 |
Red Cedar Advisory fees
Red Cedar Advisory 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 | $41 million |
| Individual clients | 147 |
| High-net-worth clients | 8 |
| Accounts managed | 305 |
| Employees | 3 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 298677 |