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Wellspent public graph/Locations/United States/Iowa
United States

Fee-only advisors in Iowa

Fee-only advisors in Dubuque, West Des Moines and Cedar Rapids, plus 24 other cities.

By the numbers

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.

Advisors listed
193
Firms
74
Cities
27
Hold the CFP
43%
  • Other credentials: CFA 8% · CPA 1% · EA 1%
  • How they charge (of 193 with fees on file): percentage of assets 94% · fixed fees 67% · hourly 59% · performance-based fees 11%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Iowa (193)

Fee-only advisors serving Iowa: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Betsy Ratashak-Vogel R&V Personal Finance Decorah CFP Percentage of assets, Ongoing planning fee
Jacob Stalder Advice-only planning for people pursuing early retirement, with values-based strategies and no need to move investments. Navigate Financial Planning LLC Cedar Falls CFP Subscription, One-time planning fee
Michael Dunlop Ignite Financial Cedar Falls CFP Flat fee or retainer, Ongoing planning fee
Travis Allen Fiduciary Financial Planning & Investment Management. Custom Wealth Planners Ankeny CFA, CFP, RICP Percentage of assets, One-time planning fee
Benjamin Geiger Simplified Planning Johnston CFP Ongoing planning fee, Percentage of assets
Carrie Houchins-Witt Carrie Houchins-Witt Tax & Financial Services LLC Coralville CFP, EA, RICP Hourly, Flat fee or retainer
Chad Gammon Advice-only planning and tax strategy for DIY pre-retirees, engineers and educators with a net worth of $2 million or less. Custom Fit Financial LLC Cedar Rapids CFP, EA, MBA, RICP Subscription, One-time planning fee
Jason Gunkel Syverson Strege West Des Moines CAP, CFA, CFP, AEP Percentage of assets, Hourly
Jeanna Nation West Financial Advisors, LLC Des Moines CFP, CPA/PFS, RICP Percentage of assets, Hourly
Kade Hammes Storybook Financial Coralville CFP, RLP Percentage of assets, Hourly
Matt Hylland Arnold & Mote Wealth Management Hiawatha CFP, MBA Percentage of assets, Flat fee or retainer
Quinn Arnold Arnold Financial Planning LLC Cedar Rapids CFP Percentage of assets, Flat fee or retainer
Nathan Nicolaisen Redspire Wealth Management, LLC West Des Moines CFP, MBA Ongoing planning fee, One-time planning fee
Steven Kane Kane Company Wealth Management, Inc. Johnston CFP, CPA, PFS Percentage of assets, Hourly
David Cunningham LW Advisors Des Moines CFP Percentage of assets, Hourly
Joseph Hart Hart Wealth Management West Des Moines CFP Percentage of assets, Fixed fees
Andrew Tuecke Stewards Advisory Services Marion CFP Percentage of assets, Hourly
Jeff Newburn Plan2Thrive Financial Services Eldridge CFP Percentage of assets, Hourly
Kevin Pira Pira Wealth Management Coralville CFP Percentage of assets, Fixed fees
April Blasen StackStone Wealth Dubuque CFP Percentage of assets, Fixed fees
Christian Voigtlander Gibraltar Capital Management Urbandale CFA Percentage of assets, Hourly
Joseph Leibfried StackStone Wealth Dubuque CFP Percentage of assets, Fixed fees
Logan Ben StackStone Wealth Dubuque CFP Percentage of assets, Fixed fees
Loren Sherman Integrity Wealth Management Waukee Not listed Flat fee or retainer, Ongoing planning fee
Peter Deacon Forrest Financial Services Windsor Heights CFP Percentage of assets, Hourly
Ricky Winslow StackStone Wealth Dubuque CFP Percentage of assets, Fixed fees
Ryan Keating StackStone Wealth Dubuque CFP Percentage of assets, Fixed fees
Stephen Forrest Forrest Financial Services Des Moines CFP Percentage of assets, Hourly
Jonathan Glaser Iowa Wealth Management West Des Moines CFP Percentage of assets, Hourly
Randy Immeker Compass Lighthouse Capital Orange City CFP, ChFC Percentage of assets, Fixed fees
Andrew Swanson Nikulski Financial, Inc. Bettendorf CFA, CFP Percentage of assets, Hourly
Kacy Bass Clarity Asset Management, Inc. Ames CFP Percentage of assets, Fixed fees
Lance Beckman ClearWealth Burlington CFP Percentage of assets, Hourly
Mike Johnson Teacher Wealth Des Moines CFP Percentage of assets, Hourly
Nicholas Timm Cedar Point Capital Partners Cedar Rapids AIF, CFP, ChFC Percentage of assets, Hourly
Ryan Brueck ClearWealth Davenport CFP Percentage of assets, Hourly
Scott Leibfried StackStone Wealth Dubuque ChFC Percentage of assets, Fixed fees
Steven Reed Reed Financial Urbandale ChFC Percentage of assets
Taylor Wilson Greenstone Wealth Management Forest City CFP Percentage of assets, Fixed fees
Amanda Kelley Plan2Thrive Financial Services Eldridge Not listed Percentage of assets, Hourly
Andrew Picchietti Midwestern Financial Group Iowa City Not listed Percentage of assets, Hourly
Joseph Jay Midwestern Financial Group Iowa City Not listed Percentage of assets, Hourly
Patrick Campbell Midwestern Financial Group Iowa City Not listed Percentage of assets, Hourly
Patrick Reid Plan2Thrive Financial Services Eldridge Not listed Percentage of assets, Hourly
Aiden Dunne StackStone Wealth Dubuque Not listed Percentage of assets, Fixed fees
Brittany Glendenning StackStone Wealth Dubuque Not listed Percentage of assets, Fixed fees
Conner Krantz StackStone Wealth Dubuque Not listed Percentage of assets, Fixed fees
Dashle Kelley Calibrate Wealth Des Moines Not listed Percentage of assets
Gary Rowan StackStone Wealth Dubuque Not listed Percentage of assets, Fixed fees
Gregory Johns StackStone Wealth Dubuque Not listed Percentage of assets, Fixed fees

Firms headquartered in Iowa (62)

All 62 firms in Iowa