Fee-only financial advisors in Dubuque, Iowa
Which fee-only financial advisor should I talk to in Dubuque?
Start with a fee-only advisor in Dubuque whose record matches what you need, then check their fees and SEC record before you call.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Ryan Keating StackStone Wealth Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Brett Wessels Steele Capital Management Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 31
- Firms
- 2
- Hold the CFP
- 29%
- Other credentials: CFA 3% · ChFC 3%
- How they charge (of 31 with fees on file): percentage of assets 100% · fixed fees 55%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Dubuque by what you need
Find an advisor in Iowa by fee, assets, or credential
Questions about fee-only advisors in Dubuque
How many fee-only advisors in Dubuque are there?
The Wellspent public graph lists 31 fee-only advisors in Dubuque, at 2 firms. We counted every advisor record that fits, as of October 2026.
How do fee-only advisors in Dubuque charge?
All 31 fee-only advisors in Dubuque with fees on file charge a percentage of assets. Many use more than one: 55% charge fixed fees.
How many fee-only advisors in Dubuque hold the CFP?
29% of the 31 fee-only advisors in Dubuque hold the CFP certification, based on the credentials listed on each record.
Does Iowa tax income on top of federal tax?
Yes. Iowa has a state income tax, so a financial plan for a Iowa resident should project it alongside federal tax.
How current is this list of fee-only advisors in Dubuque?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 31 advisors in Dubuque
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| April Blasen | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Joseph Leibfried | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Logan Ben | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Ricky Winslow | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Ryan Keating | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Scott Leibfried | StackStone Wealth | Dubuque | ChFC | Percentage of assets, Fixed fees |
| 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 |
| Gary Rowan | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Gregory Johns | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Hannah Fangmann | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Kelly Schwigel | StackStone Wealth | Dubuque | Not listed | Percentage of assets, Fixed fees |
| Mark Frederick | StackStone Wealth | Dubuque | Not listed | 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 |
| Bradley Lewis | Steele Capital Management | Dubuque | CFP | Percentage of assets |
| Christopher Boxleiter | Steele Capital Management | Dubuque | CFP | Percentage of assets |
| Justin Schultz | Steele Capital Management | Dubuque | CFP | Percentage of assets |
| Nicholas Smith | Steele Capital Management | Dubuque | CFP | Percentage of assets |
| Brett Wessels | Steele Capital Management | Dubuque | CFA | Percentage of assets |
| Dawn Otting | Steele Capital Management | Dubuque | Not listed | Percentage of assets |
| Jennifer Kettering | Steele Capital Management | Dubuque | Not listed | Percentage of assets |
| Kathryn Moran | Steele Capital Management | Dubuque | Not listed | Percentage of assets |
| Martin Smith | Steele Capital Management | Dubuque | Not listed | Percentage of assets |
| Michael Steele | Steele Capital Management | Dubuque | Not listed | Percentage of assets |
| Nicholas Hoffmann | Steele Capital Management | Dubuque | 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 |
Want a shorter list in Dubuque?
Tell us what you need and we'll narrow Dubuque's 31 advisors to the few who fit.
Get matched in 2 minutes