# Fee-only financial advisors in Iowa, United States > Fee-only advisors in Dubuque, West Des Moines and Cedar Rapids, plus 24 other cities. The Wellspent public graph lists 193 fee-only financial advisors serving Iowa at 74 firms, most in Dubuque, West Des Moines and Cedar Rapids. 43% hold the CFP certification. Of the 193 with fees on file, 94% charge percentage of assets. Page: https://find.wellspent.co/locations/us/iowa/ 193 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Betsy Ratashak-Vogel](https://find.wellspent.co/advisors/betsy-ratashak-vogel.md) | R&V Personal Finance | Decorah, Iowa | CFP | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Jacob Stalder](https://find.wellspent.co/advisors/jacob-stalder.md) | Navigate Financial Planning LLC | Cedar Falls, Iowa | CFP | Subscription, One-time planning fee | | [Michael Dunlop](https://find.wellspent.co/advisors/michael-dunlop.md) | Ignite Financial | Cedar Falls, Iowa | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Travis Allen](https://find.wellspent.co/advisors/travis-allen.md) | Custom Wealth Planners | Ankeny, Iowa | CFA, CFP, RICP | Percentage of assets, One-time planning fee | | [Benjamin Geiger](https://find.wellspent.co/advisors/benjamin-geiger.md) | Simplified Planning | Johnston, Iowa | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Carrie Houchins-Witt](https://find.wellspent.co/advisors/carrie-houchins-witt.md) | Carrie Houchins-Witt Tax & Financial Services LLC | Coralville, Iowa | CFP, EA, RICP | Hourly, Flat fee or retainer, One-time planning fee | | [Chad Gammon](https://find.wellspent.co/advisors/chad-gammon.md) | Custom Fit Financial LLC | Cedar Rapids, Iowa | CFP, EA, MBA, RICP | Subscription, One-time planning fee, Hourly | | [Jason Gunkel](https://find.wellspent.co/advisors/jason-gunkel.md) | Syverson Strege | West Des Moines, Iowa | CAP, CFA, CFP, AEP, MBA | Percentage of assets, Hourly, Fixed fees | | [Jeanna Nation](https://find.wellspent.co/advisors/jeanna-nation.md) | West Financial Advisors, LLC | Des Moines, Iowa | CFP, CPA/PFS, RICP | Percentage of assets, Hourly | | [Kade Hammes](https://find.wellspent.co/advisors/kade-hammes.md) | Storybook Financial | Coralville, Iowa | CFP, RLP | Percentage of assets, Hourly, Fixed fees | | [Matt Hylland](https://find.wellspent.co/advisors/matt-hylland.md) | Arnold & Mote Wealth Management | Hiawatha, Iowa | CFP, MBA | Percentage of assets, Flat fee or retainer | | [Quinn Arnold](https://find.wellspent.co/advisors/quinn-arnold.md) | Arnold Financial Planning LLC | Cedar Rapids, Iowa | CFP | Percentage of assets, Flat fee or retainer | | [Nathan Nicolaisen](https://find.wellspent.co/advisors/nathan-nicolaisen.md) | Redspire Wealth Management, LLC | West Des Moines, Iowa | CFP, MBA | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Steven Kane](https://find.wellspent.co/advisors/steven-kane.md) | Kane Company Wealth Management, Inc. | Johnston, Iowa | CFP, CPA, PFS | Percentage of assets, Hourly, Fixed fees | | [David Cunningham](https://find.wellspent.co/advisors/david-cunningham.md) | LW Advisors | Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Hart](https://find.wellspent.co/advisors/joseph-hart.md) | Hart Wealth Management | West Des Moines, Iowa | CFP | Percentage of assets, Fixed fees | | [Andrew Tuecke](https://find.wellspent.co/advisors/andrew-tuecke.md) | Stewards Advisory Services | Marion, Iowa | CFP | Percentage of assets, Hourly | | [Jeff Newburn](https://find.wellspent.co/advisors/jeff-newburn.md) | Plan2Thrive Financial Services | Eldridge, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin Pira](https://find.wellspent.co/advisors/kevin-pira.md) | Pira Wealth Management | Coralville, Iowa | CFP | Percentage of assets, Fixed fees | | [April Blasen](https://find.wellspent.co/advisors/april-blasen.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees | | [Christian Voigtlander](https://find.wellspent.co/advisors/christian-voigtlander.md) | Gibraltar Capital Management | Urbandale, Iowa | CFA | Percentage of assets, Hourly, Performance-based fees | | [Joseph Leibfried](https://find.wellspent.co/advisors/joseph-leibfried.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees | | [Logan Ben](https://find.wellspent.co/advisors/logan-ben.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees | | [Loren Sherman](https://find.wellspent.co/advisors/loren-sherman.md) | Integrity Wealth Management | Waukee, Iowa | | Flat fee or retainer, Ongoing planning fee | | [Peter Deacon](https://find.wellspent.co/advisors/peter-deacon.md) | Forrest Financial Services | Windsor Heights, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Ricky Winslow](https://find.wellspent.co/advisors/ricky-winslow.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees | | [Ryan Keating](https://find.wellspent.co/advisors/ryan-keating.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees | | [Stephen Forrest](https://find.wellspent.co/advisors/stephen-forrest.md) | Forrest Financial Services | Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Glaser](https://find.wellspent.co/advisors/jonathan-glaser.md) | Iowa Wealth Management | West Des Moines, Iowa | CFP | Percentage of assets, Hourly | | [Randy Immeker](https://find.wellspent.co/advisors/randy-immeker.md) | Compass Lighthouse Capital | Orange City, Iowa | CFP, ChFC | Percentage of assets, Fixed fees | | [Andrew Swanson](https://find.wellspent.co/advisors/andrew-swanson.md) | Nikulski Financial, Inc. | Bettendorf, Iowa | CFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Kacy Bass](https://find.wellspent.co/advisors/kacy-bass.md) | Clarity Asset Management, Inc. | Ames, Iowa | CFP | Percentage of assets, Fixed fees | | [Lance Beckman](https://find.wellspent.co/advisors/lance-beckman.md) | ClearWealth | Burlington, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Mike Johnson](https://find.wellspent.co/advisors/mike-johnson.md) | Teacher Wealth | Des Moines, Iowa | CFP | Percentage of assets, Hourly, Subscription, Fixed fees | | [Nicholas Timm](https://find.wellspent.co/advisors/nicholas-timm.md) | Cedar Point Capital Partners | Cedar Rapids, Iowa | AIF, CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Ryan Brueck](https://find.wellspent.co/advisors/ryan-brueck.md) | ClearWealth | Davenport, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Leibfried](https://find.wellspent.co/advisors/scott-leibfried.md) | StackStone Wealth | Dubuque, Iowa | ChFC | Percentage of assets, Fixed fees | | [Steven Reed](https://find.wellspent.co/advisors/steven-reed.md) | Reed Financial | Urbandale, Iowa | ChFC | Percentage of assets | | [Taylor Wilson](https://find.wellspent.co/advisors/taylor-wilson.md) | Greenstone Wealth Management | Forest City, Iowa | CFP | Percentage of assets, Fixed fees | | [Amanda Kelley](https://find.wellspent.co/advisors/amanda-kelley.md) | Plan2Thrive Financial Services | Eldridge, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Andrew Picchietti](https://find.wellspent.co/advisors/andrew-picchietti.md) | Midwestern Financial Group | Iowa City, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Joseph Jay](https://find.wellspent.co/advisors/joseph-jay.md) | Midwestern Financial Group | Iowa City, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Patrick Campbell](https://find.wellspent.co/advisors/patrick-campbell.md) | Midwestern Financial Group | Iowa City, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Patrick Reid](https://find.wellspent.co/advisors/patrick-reid.md) | Plan2Thrive Financial Services | Eldridge, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Aiden Dunne](https://find.wellspent.co/advisors/aiden-dunne.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Brittany Glendenning](https://find.wellspent.co/advisors/brittany-glendenning.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Conner Krantz](https://find.wellspent.co/advisors/conner-krantz.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Dashle Kelley](https://find.wellspent.co/advisors/dashle-kelley.md) | Calibrate Wealth | Des Moines, Iowa | | Percentage of assets | | [Gary Rowan](https://find.wellspent.co/advisors/gary-rowan.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Gregory Johns](https://find.wellspent.co/advisors/gregory-johns.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Hannah Fangmann](https://find.wellspent.co/advisors/hannah-fangmann.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Jay Polson](https://find.wellspent.co/advisors/jay-polson.md) | Polson Wealth Management | Des Moines, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Kelly Schwigel](https://find.wellspent.co/advisors/kelly-schwigel.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Kyle Thompson](https://find.wellspent.co/advisors/kyle-thompson-6598283.md) | Leetown Advisors | Ankeny, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Mark Frederick](https://find.wellspent.co/advisors/mark-frederick.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Michael Gallagher](https://find.wellspent.co/advisors/michael-gallagher.md) | Pecaut Wealth Management | Sioux City, Iowa | CFA | Percentage of assets, Fixed fees | | [Nick Splinter](https://find.wellspent.co/advisors/nick-splinter.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Stacey Willenbring](https://find.wellspent.co/advisors/stacey-willenbring.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Steven McDonough](https://find.wellspent.co/advisors/steven-mcdonough.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Zachary Marsh](https://find.wellspent.co/advisors/zachary-marsh.md) | Calibrate Wealth | Clive, Iowa | | Percentage of assets | | [Brennen Schmertmann](https://find.wellspent.co/advisors/brennen-schmertmann.md) | St. Therese Financial | Bettendorf, Iowa | | Percentage of assets | | [David Becker](https://find.wellspent.co/advisors/david-becker-3063973.md) | Keystone Wealth Management | Waterloo, Iowa | | Percentage of assets, Fixed fees | | [Elizabeth Johnson](https://find.wellspent.co/advisors/elizabeth-johnson.md) | Iowa Wealth Management | West Des Moines, Iowa | | Percentage of assets, Hourly | | [Noah Schmall](https://find.wellspent.co/advisors/noah-schmall.md) | Bridgeway Wealth Management | Cedar Rapids, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Alexandra Mickelson](https://find.wellspent.co/advisors/alexandra-mickelson.md) | Lunea Wealth Management | Cedar Rapids, Iowa | | One-time planning fee, Ongoing planning fee | | [Daniel Pecaut](https://find.wellspent.co/advisors/daniel-pecaut.md) | Pecaut Wealth Management | Sioux City, Iowa | | Percentage of assets, Fixed fees | | [Elijah Wagner](https://find.wellspent.co/advisors/elijah-wagner.md) | Greenstone Wealth Management | Forest City, Iowa | | Percentage of assets, Fixed fees | | [Eric Peterson](https://find.wellspent.co/advisors/eric-peterson.md) | Peterson Financial Group | Des Moines, Iowa | | Percentage of assets, Fixed fees | | [Jared Stines](https://find.wellspent.co/advisors/jared-stines.md) | Peterson Financial Group | Des Moines, Iowa | | Percentage of assets, Fixed fees | | [Jennifer Jorgenson](https://find.wellspent.co/advisors/jennifer-jorgenson.md) | Nabity Jensen Investments | Sidney, Iowa | | One-time planning fee | | [John Pecaut](https://find.wellspent.co/advisors/john-pecaut.md) | Pecaut Wealth Management | Sioux City, Iowa | | Percentage of assets, Fixed fees | | [Julianna Burkholder](https://find.wellspent.co/advisors/julianna-burkholder.md) | Greenstone Wealth Management | Forest City, Iowa | | Percentage of assets, Fixed fees | | [Levi Rogeness](https://find.wellspent.co/advisors/levi-rogeness.md) | Greenstone Wealth Management | Forest City, Iowa | | Percentage of assets, Fixed fees | | [Richard Rademacher](https://find.wellspent.co/advisors/richard-rademacher.md) | Peterson Financial Group | Des Moines, Iowa | | Percentage of assets, Fixed fees | | [Stephen Mickelson](https://find.wellspent.co/advisors/stephen-mickelson.md) | Red Cedar Advisory | Cedar Rapids, Iowa | | Percentage of assets | | [Abby Belvin](https://find.wellspent.co/advisors/abby-belvin.md) | West Financial Advisors | Des Moines, Iowa | CFP | Percentage of assets, Hourly | | [Bradley Lewis](https://find.wellspent.co/advisors/bradley-lewis.md) | Steele Capital Management | Dubuque, Iowa | CFP | Percentage of assets | | [Brian Nikulski](https://find.wellspent.co/advisors/brian-nikulski.md) | Nikulski Financial | Bettendorf, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Bryan Knudson](https://find.wellspent.co/advisors/bryan-knudson.md) | Basepoint Wealth | Cedar Rapids, Iowa | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Cameron Pietzsch](https://find.wellspent.co/advisors/cameron-pietzsch.md) | Syverson Strege | West Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Christine McElvania](https://find.wellspent.co/advisors/christine-mcelvania.md) | Quad-Cities Investment Group | Davenport, Iowa | CFP, CFA | Percentage of assets | | [Christopher Boxleiter](https://find.wellspent.co/advisors/christopher-boxleiter.md) | Steele Capital Management | Dubuque, Iowa | CFP | Percentage of assets | | [Clay Budach](https://find.wellspent.co/advisors/clay-budach.md) | Custom Wealth Planners | Ankeny, Iowa | CFP | Percentage of assets, Fixed fees | | [Damian Beard](https://find.wellspent.co/advisors/damian-beard.md) | Syverson Strege | West Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Douglas Vander Weide](https://find.wellspent.co/advisors/douglas-vander-weide.md) | Valiant Wealth | West Des Moines, Iowa | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Elizabeth Pennington](https://find.wellspent.co/advisors/elizabeth-pennington.md) | Atwood Financial Planning | Des Moines, Iowa | CFP | Hourly, Fixed fees | | [Elizabeth Ratashak-Vogel](https://find.wellspent.co/advisors/elizabeth-ratashak-vogel.md) | R&v Personal Finance | Decorah, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Emilee Derifield](https://find.wellspent.co/advisors/emilee-derifield.md) | West Financial Advisors | Des Moines, Iowa | CFP | Percentage of assets, Hourly | | [Emily Koonce](https://find.wellspent.co/advisors/emily-koonce.md) | Boyle Capital | West Des Moines, Iowa | CFP | Percentage of assets, Hourly, Performance-based fees | | [Ethan Good](https://find.wellspent.co/advisors/ethan-good.md) | Nikulski Financial | Bettendorf, Iowa | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Jason Kane](https://find.wellspent.co/advisors/jason-kane.md) | Kane Company Wealth Management | Johnston, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Jayden Moore](https://find.wellspent.co/advisors/jayden-moore.md) | Rockway Wealth Partners | Waterloo, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Jennifer Scheck](https://find.wellspent.co/advisors/jennifer-scheck.md) | Syverson Strege | West Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeremy Hauer](https://find.wellspent.co/advisors/jeremy-hauer.md) | Quad-Cities Investment Group | Davenport, Iowa | CFP | Percentage of assets | | [Johnne Syverson](https://find.wellspent.co/advisors/johnne-syverson.md) | Syverson Strege | West Des Moines, Iowa | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Justin Schultz](https://find.wellspent.co/advisors/justin-schultz.md) | Steele Capital Management | Dubuque, Iowa | CFP | Percentage of assets | | [Karla Hoppes](https://find.wellspent.co/advisors/karla-hoppes.md) | Cedar Valley Wealth Advisors | Cedar Falls, Iowa | CFP | Percentage of assets, Hourly | | [Kathryn Wallace](https://find.wellspent.co/advisors/kathryn-wallace.md) | Basepoint Wealth | Cedar Rapids, Iowa | CFP, ChFC | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Kirk Sadilek](https://find.wellspent.co/advisors/kirk-sadilek.md) | Basepoint Wealth | Cedar Rapids, Iowa | CFP, ChFC | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Kyle Bakas](https://find.wellspent.co/advisors/kyle-bakas.md) | Arnold and Mote Wealth Management | Hiawatha, Iowa | CFP | Hourly, Fixed fees | | [Lance Gunkel](https://find.wellspent.co/advisors/lance-gunkel.md) | Syverson Strege | West Des Moines, Iowa | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Lance Knaack](https://find.wellspent.co/advisors/lance-knaack.md) | Syverson Strege | West Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Landis Wiley](https://find.wellspent.co/advisors/landis-wiley.md) | Basepoint Wealth | Cedar Rapids, Iowa | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Laura West](https://find.wellspent.co/advisors/laura-west.md) | West Financial Advisors | Des Moines, Iowa | CFP | Percentage of assets, Hourly | | [Mark Tholl](https://find.wellspent.co/advisors/mark-tholl.md) | Wealthspan Partners | Davenport, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Roberts](https://find.wellspent.co/advisors/matthew-roberts.md) | Syverson Strege | West Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Banasiak](https://find.wellspent.co/advisors/michael-banasiak.md) | Omni Wealth Management | Waukee, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Jiskoot](https://find.wellspent.co/advisors/michael-jiskoot.md) | Valiant Wealth | West Des Moines, Iowa | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Michael Johnson](https://find.wellspent.co/advisors/michael-johnson-6078498.md) | Teacher Wealth | Des Moines, Iowa | CFP | Percentage of assets, Hourly, Subscription, Fixed fees | | [Nevin Conlon](https://find.wellspent.co/advisors/nevin-conlon.md) | Clarity Asset Management | Ames, Iowa | CFP | Percentage of assets, Fixed fees | | [Nicholas Smith](https://find.wellspent.co/advisors/nicholas-smith.md) | Steele Capital Management | Dubuque, Iowa | CFP | Percentage of assets | | [Ryan Simpson](https://find.wellspent.co/advisors/ryan-simpson.md) | Syverson Strege | West Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Watermiller](https://find.wellspent.co/advisors/ryan-watermiller.md) | Basepoint Wealth | Cedar Rapids, Iowa | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Scott Cooley](https://find.wellspent.co/advisors/scott-cooley.md) | Basepoint Wealth | Cedar Rapids, Iowa | CFP, ChFC | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Scott Snyder](https://find.wellspent.co/advisors/scott-snyder-1812094.md) | Acadia Legacy Group | Clive, Iowa | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Shayne Boles](https://find.wellspent.co/advisors/shayne-boles.md) | Basepoint Wealth | Cedar Rapids, Iowa | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Tanner Sprouse](https://find.wellspent.co/advisors/tanner-sprouse.md) | Syverson Strege | West Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Teresa Baumann](https://find.wellspent.co/advisors/teresa-baumann.md) | Syverson Strege | West Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Tim Roemmich](https://find.wellspent.co/advisors/tim-roemmich.md) | Syverson Strege | West Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Trent Von Ahsen](https://find.wellspent.co/advisors/trent-von-ahsen.md) | Cedar Point Capital Partners | Cedar Rapids, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Wayne Johnson](https://find.wellspent.co/advisors/wayne-johnson.md) | Syverson Strege | West Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [William Streff](https://find.wellspent.co/advisors/william-streff.md) | Steele Capital Management | Waukee, Iowa | CFP | Percentage of assets | | [William Wallace](https://find.wellspent.co/advisors/william-wallace.md) | Basepoint Wealth | Cedar Rapids, Iowa | CFP, PFS, CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Brett Wessels](https://find.wellspent.co/advisors/brett-wessels.md) | Steele Capital Management | Dubuque, Iowa | CFA | Percentage of assets | | [Christopher Funaro](https://find.wellspent.co/advisors/christopher-funaro.md) | Passage Global Capital Management | Bettendorf, Iowa | CFA | Percentage of assets, Hourly, Fixed fees | | [Kevin McLean](https://find.wellspent.co/advisors/kevin-mclean.md) | Syverson Strege | West Des Moines, Iowa | CFA | Percentage of assets, Hourly, Fixed fees | | [Michael Finnegan](https://find.wellspent.co/advisors/michael-finnegan.md) | Prairie Wealth Advisors | Des Moines, Iowa | CFA | Percentage of assets, Hourly, Fixed fees | | [Oguz Ersan](https://find.wellspent.co/advisors/oguz-ersan.md) | Passage Global Capital Management | Bettendorf, Iowa | CFA | Percentage of assets, Hourly, Fixed fees | | [Royce Woodley](https://find.wellspent.co/advisors/royce-woodley.md) | Wealthspan Partners | Davenport, Iowa | CFA | Percentage of assets, Hourly, Fixed fees | | [Sarah Zimmerman](https://find.wellspent.co/advisors/sarah-zimmerman.md) | Kane Company Wealth Management | Johnston, Iowa | PFS | Percentage of assets, Hourly, Fixed fees | | [Aaron Epstein](https://find.wellspent.co/advisors/aaron-epstein.md) | Cedar Point Capital Partners | Cedar Rapids, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Alec Jackson](https://find.wellspent.co/advisors/alec-jackson.md) | Valiant Wealth | West Des Moines, Iowa | | Percentage of assets, Fixed fees, Performance-based fees | | [Amber Hunt](https://find.wellspent.co/advisors/amber-hunt.md) | Basepoint Wealth | Cedar Rapids, Iowa | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Amber Netherton](https://find.wellspent.co/advisors/amber-netherton.md) | Nikulski Financial | Bettendorf, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Amy Deever](https://find.wellspent.co/advisors/amy-deever.md) | West Financial Advisors | Des Moines, Iowa | | Percentage of assets, Hourly | | [Amy Kramer](https://find.wellspent.co/advisors/amy-kramer.md) | Quad-Cities Investment Group | Davenport, Iowa | | Percentage of assets | | [Austin Harris](https://find.wellspent.co/advisors/austin-harris.md) | West Financial Advisors | Des Moines, Iowa | | Percentage of assets, Hourly | | [Blake Chance](https://find.wellspent.co/advisors/blake-chance.md) | Cedar Point Capital Partners | Cedar Rapids, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Brian Boyle](https://find.wellspent.co/advisors/brian-boyle.md) | Boyle Capital | West Des Moines, Iowa | | Percentage of assets, Hourly, Performance-based fees | | [Brian Ramsay](https://find.wellspent.co/advisors/brian-ramsay.md) | Wealthspan Partners | Davenport, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Brian Thompson](https://find.wellspent.co/advisors/brian-thompson-5068217.md) | Rockway Wealth Partners | Urbandale, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Brian West](https://find.wellspent.co/advisors/brian-west.md) | West Financial Advisors | Des Moines, Iowa | | Percentage of assets, Hourly | | [Bridget Meier](https://find.wellspent.co/advisors/bridget-meier.md) | Cedar Point Capital Partners | Cedar Rapids, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Cody Williams](https://find.wellspent.co/advisors/cody-williams.md) | Wealthspan Partners | Davenport, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Corey Houchins-Witt](https://find.wellspent.co/advisors/corey-houchins-witt.md) | Carrie Houchins-Witt Tax and Financial Services | Coralville, Iowa | | Hourly | | [Cory Millmier](https://find.wellspent.co/advisors/cory-millmier.md) | BSC Capital Partners | West Des Moines, Iowa | | Percentage of assets, Hourly, Fixed fees | | [David Amundson](https://find.wellspent.co/advisors/david-amundson.md) | AIM Advisors | Waukee, Iowa | | Percentage of assets | | [David Borcherding](https://find.wellspent.co/advisors/david-borcherding.md) | Quad-Cities Investment Group | Davenport, Iowa | | Percentage of assets | | [David Ernst](https://find.wellspent.co/advisors/david-ernst.md) | Cedar Point Capital Partners | Cedar Rapids, Iowa | | Percentage of assets, Hourly, Fixed fees | | [David Merritt](https://find.wellspent.co/advisors/david-merritt.md) | Boyle Capital | West Des Moines, Iowa | | Percentage of assets, Hourly, Performance-based fees | | [Dawn Otting](https://find.wellspent.co/advisors/dawn-otting.md) | Steele Capital Management | Dubuque, Iowa | | Percentage of assets | | [Donald Stanforth](https://find.wellspent.co/advisors/donald-stanforth.md) | Investment Consulting Group | Davenport, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Evin Ersan](https://find.wellspent.co/advisors/evin-ersan.md) | Passage Global Capital Management | Bettendorf, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Frederick Palen](https://find.wellspent.co/advisors/frederick-palen.md) | Palen Financial | Davenport, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Graye Freeman](https://find.wellspent.co/advisors/graye-freeman.md) | Nikulski Financial | Bettendorf, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Jake Hoppes](https://find.wellspent.co/advisors/jake-hoppes.md) | Cedar Valley Wealth Advisors | Cedar Falls, Iowa | | Percentage of assets, Hourly | | [James Strege](https://find.wellspent.co/advisors/james-strege.md) | Rockway Wealth Partners | Urbandale, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Jason Shaw](https://find.wellspent.co/advisors/jason-shaw.md) | BSC Capital Partners | West Des Moines, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Jayme Bresnahan](https://find.wellspent.co/advisors/jayme-bresnahan.md) | Successful Resource Management | Johnston, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Jennifer Kettering](https://find.wellspent.co/advisors/jennifer-kettering.md) | Steele Capital Management | Dubuque, Iowa | | Percentage of assets | | [Joel Lawlor](https://find.wellspent.co/advisors/joel-lawlor.md) | Nikulski Financial | Bettendorf, Iowa | | Percentage of assets, Hourly, Fixed fees | | [John Sloan III](https://find.wellspent.co/advisors/john-sloan-iii.md) | Bellingham Capital | Pella, Iowa | | Percentage of assets, Hourly | | [Katherine Kula](https://find.wellspent.co/advisors/katherine-kula.md) | Basepoint Wealth | Cedar Rapids, Iowa | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Kathryn Moran](https://find.wellspent.co/advisors/kathryn-moran.md) | Steele Capital Management | Dubuque, Iowa | | Percentage of assets | | [Keith Pochobradsky](https://find.wellspent.co/advisors/keith-pochobradsky.md) | Basepoint Wealth | Cedar Rapids, Iowa | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Kevin Frette](https://find.wellspent.co/advisors/kevin-frette.md) | Custom Wealth Planners | Ankeny, Iowa | | Percentage of assets, Fixed fees | | [Kevin Klein](https://find.wellspent.co/advisors/kevin-klein.md) | LIS | Urbandale, Iowa | | Percentage of assets | | [Kevin McGuire](https://find.wellspent.co/advisors/kevin-mcguire.md) | Rockway Wealth Partners | Urbandale, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Lance McDonald](https://find.wellspent.co/advisors/lance-mcdonald.md) | Lexington Capital | Marion, Iowa | | Percentage of assets, Fixed fees | | [Laura Swift](https://find.wellspent.co/advisors/laura-swift.md) | Quad-Cities Investment Group | Davenport, Iowa | | Percentage of assets | | [Mario Jorge](https://find.wellspent.co/advisors/mario-jorge.md) | Nikulski Financial | Bettendorf, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Mark Grywacheski](https://find.wellspent.co/advisors/mark-grywacheski.md) | Quad-Cities Investment Group | Davenport, Iowa | | Percentage of assets | | [Martin Smith](https://find.wellspent.co/advisors/martin-smith.md) | Steele Capital Management | Dubuque, Iowa | | Percentage of assets | | [Matthew Evans](https://find.wellspent.co/advisors/matthew-evans.md) | BSC Capital Partners | West Des Moines, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Michael Skinner](https://find.wellspent.co/advisors/michael-skinner.md) | 1834 Investment Advisors | Des Moines, Iowa | | Percentage of assets, Fixed fees | | [Michael Steele](https://find.wellspent.co/advisors/michael-steele.md) | Steele Capital Management | Dubuque, Iowa | | Percentage of assets | | [Nicholas Ford](https://find.wellspent.co/advisors/nicholas-ford.md) | Arnold and Mote Wealth Management | Hiawatha, Iowa | | Hourly, Fixed fees | | [Nicholas Hoffmann](https://find.wellspent.co/advisors/nicholas-hoffmann.md) | Steele Capital Management | Dubuque, Iowa | | Percentage of assets | | [Nile McLaughlin](https://find.wellspent.co/advisors/nile-mclaughlin.md) | Wealthspan Partners | Davenport, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Peter Rothamel](https://find.wellspent.co/advisors/peter-rothamel.md) | Rothamel Wealth Management | Urbandale, Iowa | | Percentage of assets, Hourly | | [Robert Heaton](https://find.wellspent.co/advisors/robert-heaton.md) | Cedar Valley Wealth Advisors | Cedar Falls, Iowa | | Percentage of assets, Hourly | | [Ronald Detweiler](https://find.wellspent.co/advisors/ronald-detweiler.md) | Basepoint Wealth | Cedar Rapids, Iowa | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Ross Stanforth](https://find.wellspent.co/advisors/ross-stanforth.md) | Investment Consulting Group | Davenport, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Ryan O'Hare](https://find.wellspent.co/advisors/ryan-o-hare.md) | Boyle Capital | West Des Moines, Iowa | | Percentage of assets, Hourly, Performance-based fees | | [Ryan Turner](https://find.wellspent.co/advisors/ryan-turner.md) | Basepoint Wealth | Cedar Rapids, Iowa | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Sara Klaessy](https://find.wellspent.co/advisors/sara-klaessy.md) | 1834 Investment Advisors | Des Moines, Iowa | | Percentage of assets, Fixed fees | | [Scott Stoltenberg](https://find.wellspent.co/advisors/scott-stoltenberg.md) | Quad-Cities Investment Group | Davenport, Iowa | | Percentage of assets | | [Shane Curry](https://find.wellspent.co/advisors/shane-curry.md) | Investment Consulting Group | Davenport, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Talen Butler](https://find.wellspent.co/advisors/talen-butler.md) | Nikulski Financial | Bettendorf, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Tara Amundson](https://find.wellspent.co/advisors/tara-amundson.md) | AIM Advisors | Waukee, Iowa | | Percentage of assets | | [Thomas Halatek](https://find.wellspent.co/advisors/thomas-halatek.md) | Steele Capital Management | Dubuque, Iowa | | Percentage of assets | | [Trent Steines](https://find.wellspent.co/advisors/trent-steines.md) | Steele Capital Management | Dubuque, Iowa | | Percentage of assets | | [Vernon Henjes](https://find.wellspent.co/advisors/vernon-henjes.md) | Steele Capital Management | Dubuque, Iowa | | Percentage of assets | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).