W Wellspent Public advisor graph
Get matched
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
Lance Gunkel Syverson Strege West Des Moines CFP, CFA Percentage of assets, Hourly
Lance Knaack Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Landis Wiley Basepoint Wealth Cedar Rapids CFP Percentage of assets, Hourly
Laura West West Financial Advisors Des Moines CFP Percentage of assets, Hourly
Mark Tholl Wealthspan Partners Davenport CFP Percentage of assets, Hourly
Matthew Roberts Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Michael Banasiak Omni Wealth Management Waukee CFP Percentage of assets, Hourly
Michael Jiskoot Valiant Wealth West Des Moines CFP Percentage of assets, Fixed fees
Michael Johnson Teacher Wealth Des Moines CFP Percentage of assets, Hourly
Nevin Conlon Clarity Asset Management Ames CFP Percentage of assets, Fixed fees
Nicholas Smith Steele Capital Management Dubuque CFP Percentage of assets
Ryan Simpson Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Ryan Watermiller Basepoint Wealth Cedar Rapids CFP Percentage of assets, Hourly
Scott Cooley Basepoint Wealth Cedar Rapids CFP, ChFC Percentage of assets, Hourly
Scott Snyder Acadia Legacy Group Clive CFP, CFA Percentage of assets, Hourly
Shayne Boles Basepoint Wealth Cedar Rapids CFP Percentage of assets, Hourly
Tanner Sprouse Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Teresa Baumann Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Tim Roemmich Syverson Strege West Des Moines CFP Percentage of assets, Hourly
Trent Von Ahsen Cedar Point Capital Partners Cedar Rapids CFP Percentage of assets, Hourly
Wayne Johnson Syverson Strege West Des Moines CFP Percentage of assets, Hourly
William Streff Steele Capital Management Waukee CFP Percentage of assets
William Wallace Basepoint Wealth Cedar Rapids CFP, PFS, CFA Percentage of assets, Hourly
Brett Wessels Steele Capital Management Dubuque CFA Percentage of assets
Christopher Funaro Passage Global Capital Management Bettendorf CFA Percentage of assets, Hourly
Kevin McLean Syverson Strege West Des Moines CFA Percentage of assets, Hourly
Michael Finnegan Prairie Wealth Advisors Des Moines CFA Percentage of assets, Hourly
Oguz Ersan Passage Global Capital Management Bettendorf CFA Percentage of assets, Hourly
Royce Woodley Wealthspan Partners Davenport CFA Percentage of assets, Hourly
Sarah Zimmerman Kane Company Wealth Management Johnston PFS Percentage of assets, Hourly
Aaron Epstein Cedar Point Capital Partners Cedar Rapids Not listed Percentage of assets, Hourly
Alec Jackson Valiant Wealth West Des Moines Not listed Percentage of assets, Fixed fees
Amber Hunt Basepoint Wealth Cedar Rapids Not listed Percentage of assets, Hourly
Amber Netherton Nikulski Financial Bettendorf Not listed Percentage of assets, Hourly
Amy Deever West Financial Advisors Des Moines Not listed Percentage of assets, Hourly
Amy Kramer Quad-Cities Investment Group Davenport Not listed Percentage of assets
Austin Harris West Financial Advisors Des Moines Not listed Percentage of assets, Hourly
Blake Chance Cedar Point Capital Partners Cedar Rapids Not listed Percentage of assets, Hourly
Brian Boyle Boyle Capital West Des Moines Not listed Percentage of assets, Hourly
Brian Ramsay Wealthspan Partners Davenport Not listed Percentage of assets, Hourly
Brian Thompson Rockway Wealth Partners Urbandale Not listed Percentage of assets, Hourly
Brian West West Financial Advisors Des Moines Not listed Percentage of assets, Hourly
Bridget Meier Cedar Point Capital Partners Cedar Rapids Not listed Percentage of assets, Hourly
Cody Williams Wealthspan Partners Davenport Not listed Percentage of assets, Hourly
Corey Houchins-Witt Carrie Houchins-Witt Tax and Financial Services Coralville Not listed Hourly
Cory Millmier BSC Capital Partners West Des Moines Not listed Percentage of assets, Hourly
David Amundson AIM Advisors Waukee Not listed Percentage of assets
David Borcherding Quad-Cities Investment Group Davenport Not listed Percentage of assets
David Ernst Cedar Point Capital Partners Cedar Rapids Not listed Percentage of assets, Hourly
David Merritt Boyle Capital West Des Moines Not listed Percentage of assets, Hourly

Firms headquartered in Iowa (62)

All 62 firms in Iowa