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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
Dawn Otting Steele Capital Management Dubuque Not listed Percentage of assets
Donald Stanforth Investment Consulting Group Davenport Not listed Percentage of assets, Hourly
Evin Ersan Passage Global Capital Management Bettendorf Not listed Percentage of assets, Hourly
Frederick Palen Palen Financial Davenport Not listed Percentage of assets, Hourly
Graye Freeman Nikulski Financial Bettendorf Not listed Percentage of assets, Hourly
Jake Hoppes Cedar Valley Wealth Advisors Cedar Falls Not listed Percentage of assets, Hourly
James Strege Rockway Wealth Partners Urbandale Not listed Percentage of assets, Hourly
Jason Shaw BSC Capital Partners West Des Moines Not listed Percentage of assets, Hourly
Jayme Bresnahan Successful Resource Management Johnston Not listed Percentage of assets, Hourly
Jennifer Kettering Steele Capital Management Dubuque Not listed Percentage of assets
Joel Lawlor Nikulski Financial Bettendorf Not listed Percentage of assets, Hourly
John Sloan III Bellingham Capital Pella Not listed Percentage of assets, Hourly
Katherine Kula Basepoint Wealth Cedar Rapids Not listed Percentage of assets, Hourly
Kathryn Moran Steele Capital Management Dubuque Not listed Percentage of assets
Keith Pochobradsky Basepoint Wealth Cedar Rapids Not listed Percentage of assets, Hourly
Kevin Frette Custom Wealth Planners Ankeny Not listed Percentage of assets, Fixed fees
Kevin Klein LIS Urbandale Not listed Percentage of assets
Kevin McGuire Rockway Wealth Partners Urbandale Not listed Percentage of assets, Hourly
Lance McDonald Lexington Capital Marion Not listed Percentage of assets, Fixed fees
Laura Swift Quad-Cities Investment Group Davenport Not listed Percentage of assets
Mario Jorge Nikulski Financial Bettendorf Not listed Percentage of assets, Hourly
Mark Grywacheski Quad-Cities Investment Group Davenport Not listed Percentage of assets
Martin Smith Steele Capital Management Dubuque Not listed Percentage of assets
Matthew Evans BSC Capital Partners West Des Moines Not listed Percentage of assets, Hourly
Michael Skinner 1834 Investment Advisors Des Moines Not listed Percentage of assets, Fixed fees
Michael Steele Steele Capital Management Dubuque Not listed Percentage of assets
Nicholas Ford Arnold and Mote Wealth Management Hiawatha Not listed Hourly, Fixed fees
Nicholas Hoffmann Steele Capital Management Dubuque Not listed Percentage of assets
Nile McLaughlin Wealthspan Partners Davenport Not listed Percentage of assets, Hourly
Peter Rothamel Rothamel Wealth Management Urbandale Not listed Percentage of assets, Hourly
Robert Heaton Cedar Valley Wealth Advisors Cedar Falls Not listed Percentage of assets, Hourly
Ronald Detweiler Basepoint Wealth Cedar Rapids Not listed Percentage of assets, Hourly
Ross Stanforth Investment Consulting Group Davenport Not listed Percentage of assets, Hourly
Ryan O'Hare Boyle Capital West Des Moines Not listed Percentage of assets, Hourly
Ryan Turner Basepoint Wealth Cedar Rapids Not listed Percentage of assets, Hourly
Sara Klaessy 1834 Investment Advisors Des Moines Not listed Percentage of assets, Fixed fees
Scott Stoltenberg Quad-Cities Investment Group Davenport Not listed Percentage of assets
Shane Curry Investment Consulting Group Davenport Not listed Percentage of assets, Hourly
Talen Butler Nikulski Financial Bettendorf Not listed Percentage of assets, Hourly
Tara Amundson AIM Advisors Waukee Not listed Percentage of assets
Thomas Halatek Steele Capital Management Dubuque Not listed Percentage of assets
Trent Steines Steele Capital Management Dubuque Not listed Percentage of assets
Vernon Henjes Steele Capital Management Dubuque Not listed Percentage of assets

Firms headquartered in Iowa (62)

All 62 firms in Iowa