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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
Hannah Fangmann StackStone Wealth Dubuque Not listed Percentage of assets, Fixed fees
Jay Polson Polson Wealth Management Des Moines Not listed Percentage of assets, Hourly
Kelly Schwigel StackStone Wealth Dubuque Not listed Percentage of assets, Fixed fees
Kyle Thompson Leetown Advisors Ankeny Not listed Percentage of assets, Hourly
Mark Frederick StackStone Wealth Dubuque Not listed Percentage of assets, Fixed fees
Michael Gallagher Pecaut Wealth Management Sioux City CFA Percentage of assets, Fixed fees
Nick Splinter StackStone Wealth Dubuque Not listed Percentage of assets, Fixed fees
Stacey Willenbring StackStone Wealth Dubuque Not listed Percentage of assets, Fixed fees
Steven McDonough StackStone Wealth Dubuque Not listed Percentage of assets, Fixed fees
Zachary Marsh Calibrate Wealth Clive Not listed Percentage of assets
Brennen Schmertmann St. Therese Financial Bettendorf Not listed Percentage of assets
David Becker Keystone Wealth Management Waterloo Not listed Percentage of assets, Fixed fees
Elizabeth Johnson Iowa Wealth Management West Des Moines Not listed Percentage of assets, Hourly
Noah Schmall Bridgeway Wealth Management Cedar Rapids Not listed Percentage of assets, Hourly
Alexandra Mickelson Lunea Wealth Management Cedar Rapids Not listed One-time planning fee, Ongoing planning fee
Daniel Pecaut Pecaut Wealth Management Sioux City Not listed Percentage of assets, Fixed fees
Elijah Wagner Greenstone Wealth Management Forest City Not listed Percentage of assets, Fixed fees
Eric Peterson Peterson Financial Group Des Moines Not listed Percentage of assets, Fixed fees
Jared Stines Peterson Financial Group Des Moines Not listed Percentage of assets, Fixed fees
Jennifer Jorgenson Nabity Jensen Investments Sidney Not listed One-time planning fee
John Pecaut Pecaut Wealth Management Sioux City Not listed Percentage of assets, Fixed fees
Julianna Burkholder Greenstone Wealth Management Forest City Not listed Percentage of assets, Fixed fees
Levi Rogeness Greenstone Wealth Management Forest City Not listed Percentage of assets, Fixed fees
Richard Rademacher Peterson Financial Group Des Moines Not listed Percentage of assets, Fixed fees
Stephen Mickelson Red Cedar Advisory Cedar Rapids Not listed Percentage of assets
Abby Belvin West Financial Advisors Des Moines CFP Percentage of assets, Hourly
Bradley Lewis Steele Capital Management Dubuque CFP Percentage of assets
Brian Nikulski Nikulski Financial Bettendorf CFP Percentage of assets, Hourly
Bryan Knudson Basepoint Wealth Cedar Rapids CFP Percentage of assets, Hourly
Cameron Pietzsch Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Christine McElvania Quad-Cities Investment Group Davenport CFP, CFA Percentage of assets
Christopher Boxleiter Steele Capital Management Dubuque CFP Percentage of assets
Clay Budach Custom Wealth Planners Ankeny CFP Percentage of assets, Fixed fees
Damian Beard Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Douglas Vander Weide Valiant Wealth West Des Moines CFP Percentage of assets, Fixed fees
Elizabeth Pennington Atwood Financial Planning Des Moines CFP Hourly, Fixed fees
Elizabeth Ratashak-Vogel R&v Personal Finance Decorah CFP Percentage of assets, Hourly
Emilee Derifield West Financial Advisors Des Moines CFP Percentage of assets, Hourly
Emily Koonce Boyle Capital West Des Moines CFP Percentage of assets, Hourly
Ethan Good Nikulski Financial Bettendorf CFP, CFA Percentage of assets, Hourly
Jason Kane Kane Company Wealth Management Johnston CFP Percentage of assets, Hourly
Jayden Moore Rockway Wealth Partners Waterloo CFP Percentage of assets, Hourly
Jennifer Scheck Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Jeremy Hauer Quad-Cities Investment Group Davenport CFP Percentage of assets
Johnne Syverson Syverson Strege West Des Moines CFP, ChFC Percentage of assets, Hourly
Justin Schultz Steele Capital Management Dubuque CFP Percentage of assets
Karla Hoppes Cedar Valley Wealth Advisors Cedar Falls CFP Percentage of assets, Hourly
Kathryn Wallace Basepoint Wealth Cedar Rapids CFP, ChFC Percentage of assets, Hourly
Kirk Sadilek Basepoint Wealth Cedar Rapids CFP, ChFC Percentage of assets, Hourly
Kyle Bakas Arnold and Mote Wealth Management Hiawatha CFP Hourly, Fixed fees

Firms headquartered in Iowa (62)

All 62 firms in Iowa