# Financial advisors for estate planning in Iowa > For estate planning in Iowa, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Steven Kane of Kane Company Wealth Management, Inc., Jason Gunkel of Syverson Strege and Quinn Arnold of Arnold Financial Planning LLC. Page: https://find.wellspent.co/specialties/estate-planning/iowa/ 38 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Iowa? For estate planning in Iowa, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Steven Kane of Kane Company Wealth Management, Inc., Jason Gunkel of Syverson Strege and Quinn Arnold of Arnold Financial Planning LLC. - [Steven Kane](https://find.wellspent.co/advisors/steven-kane/), Kane Company Wealth Management, Inc., Johnston. Holds the CFP and CPA. Fees on file: percentage of assets, hourly. - [Jason Gunkel](https://find.wellspent.co/advisors/jason-gunkel/), Syverson Strege, West Des Moines. Holds the CFP and AEP. Fees on file: percentage of assets, hourly. - [Quinn Arnold](https://find.wellspent.co/advisors/quinn-arnold/), Arnold Financial Planning LLC, Cedar Rapids. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Michael Dunlop](https://find.wellspent.co/advisors/michael-dunlop/), Ignite Financial, Cedar Falls. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Matt Hylland](https://find.wellspent.co/advisors/matt-hylland/), Arnold & Mote Wealth Management, Hiawatha. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Nathan Nicolaisen](https://find.wellspent.co/advisors/nathan-nicolaisen/), Redspire Wealth Management, LLC, West Des Moines. Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee. ## How many fee-only financial advisors in Iowa work on estate planning? The Wellspent public graph lists 38 fee-only advisors for estate planning in Iowa, at 18 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for estate planning in Iowa located? Of the 38 fee-only advisors for estate planning in Iowa, 17 are in Dubuque, followed by 3 in West Des Moines and 3 in Eldridge. ## How do fee-only advisors for estate planning in Iowa charge? The most common fee among fee-only advisors for estate planning in Iowa is a percentage of assets, used by 95% of the 38 with fees on file. Many use more than one: 79% charge fixed fees and 37% charge by the hour. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP, CPA and AEP. In Iowa, 45% of the 38 advisors listed hold the CFP. - CFP (45% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - CPA (3% of advisors listed): CPAs help with estate and gift tax filings. - AEP (3% of advisors listed): The AEP is a designation for estate planning specialists. ## How do Iowa advisors for estate planning compare with the rest of the US? 79% of fee-only advisors for estate planning in Iowa charge fixed fees, compared with 54% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Iowa have an estate or inheritance tax? No. Iowa has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## What should I ask a financial advisor about estate planning in Iowa? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for estate planning in Iowa? 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Michael Dunlop](https://find.wellspent.co/advisors/michael-dunlop.md) | Ignite Financial | Cedar Falls, Iowa | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Jason Gunkel](https://find.wellspent.co/advisors/jason-gunkel.md) | Syverson Strege | West Des Moines, Iowa | CAP, CFA, CFP, AEP, MBA | Percentage of assets, Hourly, Fixed fees | | [Kade Hammes](https://find.wellspent.co/advisors/kade-hammes.md) | Storybook Financial | Coralville, Iowa | CFP, RLP | Percentage of assets, Hourly, Fixed fees | | [Matt Hylland](https://find.wellspent.co/advisors/matt-hylland.md) | Arnold & Mote Wealth Management | Hiawatha, Iowa | CFP, MBA | Percentage of assets, Flat fee or retainer | | [Quinn Arnold](https://find.wellspent.co/advisors/quinn-arnold.md) | Arnold Financial Planning LLC | Cedar Rapids, Iowa | CFP | Percentage of assets, Flat fee or retainer | | [Nathan Nicolaisen](https://find.wellspent.co/advisors/nathan-nicolaisen.md) | Redspire Wealth Management, LLC | West Des Moines, Iowa | CFP, MBA | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Steven Kane](https://find.wellspent.co/advisors/steven-kane.md) | Kane Company Wealth Management, Inc. | Johnston, Iowa | CFP, CPA, PFS | Percentage of assets, Hourly, Fixed fees | | [David Cunningham](https://find.wellspent.co/advisors/david-cunningham.md) | LW Advisors | Des Moines, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Hart](https://find.wellspent.co/advisors/joseph-hart.md) | Hart Wealth Management | West Des Moines, Iowa | CFP | Percentage of assets, Fixed fees | | [Andrew Tuecke](https://find.wellspent.co/advisors/andrew-tuecke.md) | Stewards Advisory Services | Marion, Iowa | CFP | Percentage of assets, Hourly | | [Jeff Newburn](https://find.wellspent.co/advisors/jeff-newburn.md) | Plan2Thrive Financial Services | Eldridge, Iowa | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin Pira](https://find.wellspent.co/advisors/kevin-pira.md) | Pira Wealth Management | Coralville, Iowa | CFP | Percentage of assets, Fixed fees | | [April Blasen](https://find.wellspent.co/advisors/april-blasen.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees | | [Christian Voigtlander](https://find.wellspent.co/advisors/christian-voigtlander.md) | Gibraltar Capital Management | Urbandale, Iowa | CFA | Percentage of assets, Hourly, Performance-based fees | | [Joseph Leibfried](https://find.wellspent.co/advisors/joseph-leibfried.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees | | [Logan Ben](https://find.wellspent.co/advisors/logan-ben.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees | | [Loren Sherman](https://find.wellspent.co/advisors/loren-sherman.md) | Integrity Wealth Management | Waukee, Iowa | | Flat fee or retainer, Ongoing planning fee | | [Ricky Winslow](https://find.wellspent.co/advisors/ricky-winslow.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees | | [Ryan Keating](https://find.wellspent.co/advisors/ryan-keating.md) | StackStone Wealth | Dubuque, Iowa | CFP | Percentage of assets, Fixed fees | | [Scott Leibfried](https://find.wellspent.co/advisors/scott-leibfried.md) | StackStone Wealth | Dubuque, Iowa | ChFC | Percentage of assets, Fixed fees | | [Steven Reed](https://find.wellspent.co/advisors/steven-reed.md) | Reed Financial | Urbandale, Iowa | ChFC | Percentage of assets | | [Amanda Kelley](https://find.wellspent.co/advisors/amanda-kelley.md) | Plan2Thrive Financial Services | Eldridge, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Andrew Picchietti](https://find.wellspent.co/advisors/andrew-picchietti.md) | Midwestern Financial Group | Iowa City, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Joseph Jay](https://find.wellspent.co/advisors/joseph-jay.md) | Midwestern Financial Group | Iowa City, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Patrick Campbell](https://find.wellspent.co/advisors/patrick-campbell.md) | Midwestern Financial Group | Iowa City, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Patrick Reid](https://find.wellspent.co/advisors/patrick-reid.md) | Plan2Thrive Financial Services | Eldridge, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Aiden Dunne](https://find.wellspent.co/advisors/aiden-dunne.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Brittany Glendenning](https://find.wellspent.co/advisors/brittany-glendenning.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Conner Krantz](https://find.wellspent.co/advisors/conner-krantz.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Gary Rowan](https://find.wellspent.co/advisors/gary-rowan.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Gregory Johns](https://find.wellspent.co/advisors/gregory-johns.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Hannah Fangmann](https://find.wellspent.co/advisors/hannah-fangmann.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Kelly Schwigel](https://find.wellspent.co/advisors/kelly-schwigel.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Kyle Thompson](https://find.wellspent.co/advisors/kyle-thompson-6598283.md) | Leetown Advisors | Ankeny, Iowa | | Percentage of assets, Hourly, Fixed fees | | [Mark Frederick](https://find.wellspent.co/advisors/mark-frederick.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Nick Splinter](https://find.wellspent.co/advisors/nick-splinter.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Stacey Willenbring](https://find.wellspent.co/advisors/stacey-willenbring.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | | [Steven McDonough](https://find.wellspent.co/advisors/steven-mcdonough.md) | StackStone Wealth | Dubuque, Iowa | | Percentage of assets, Fixed fees | ## Related - [Tax planning in Iowa](https://find.wellspent.co/specialties/tax-planning/iowa.md) - [Retirement planning in Iowa](https://find.wellspent.co/specialties/retirement-planning/iowa.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).