Financial advisors for tax planning in Iowa
Which financial advisor should I talk to about tax planning in Iowa?
For tax planning in Iowa, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Chad Gammon of Custom Fit Financial LLC, Carrie Houchins-Witt of Carrie Houchins-Witt Tax & Financial Services LLC and Jeanna Nation of West Financial Advisors, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Chad Gammon Custom Fit Financial LLC, Cedar Rapids Holds the EA and CFP. Fees on file: subscription, one-time planning fee.
- Carrie Houchins-Witt Carrie Houchins-Witt Tax & Financial Services LLC, Coralville Holds the EA and CFP. Fees on file: hourly, flat fee or retainer.
- Jeanna Nation West Financial Advisors, LLC, Des Moines Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Steven Kane Kane Company Wealth Management, Inc., Johnston Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Nathan Nicolaisen Redspire Wealth Management, LLC, West Des Moines Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Michael Dunlop Ignite Financial, Cedar Falls Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
How many fee-only financial advisors in Iowa work on tax planning?
The Wellspent public graph lists 42 fee-only advisors for tax planning in Iowa, at 21 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for tax planning in Iowa located?
Of the 42 fee-only advisors for tax planning in Iowa, 17 are in Dubuque, followed by 3 in West Des Moines and 3 in Des Moines.
Plus 13 in other cities.
How do fee-only advisors for tax planning in Iowa charge?
The most common fee among fee-only advisors for tax planning in Iowa is a percentage of assets, used by 88% of the 42 with fees on file. Many use more than one: 74% charge fixed fees and 43% charge by the hour.
What credentials should a financial advisor for tax planning have?
For tax planning, look for the EA, CPA and CFP. In Iowa, 52% of the 42 advisors listed hold the CFP.
- EA5% in Iowa
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA5% in Iowa
- CPAs bring broad tax and accounting depth.
- CFP52% in Iowa
- The CFP connects tax decisions to the rest of the plan.
How do Iowa advisors for tax planning compare with the rest of the US?
74% of fee-only advisors for tax planning in Iowa charge fixed fees, compared with 50% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Iowa. Light bars are all US advisors for tax planning.
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.
What should I ask a financial advisor about tax planning in Iowa?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for Iowa tax alongside federal tax?
How current is this list of fee-only advisors for tax 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.
All 42 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jacob Stalder Advice-only planning for people pursuing early retirement, with values-based strategies and no need to move investments. | Navigate Financial Planning LLC | Cedar Falls | CFP | Subscription, One-time planning fee |
| Michael Dunlop | Ignite Financial | Cedar Falls | CFP | Flat fee or retainer, Ongoing planning fee |
| Travis Allen Fiduciary Financial Planning & Investment Management. | Custom Wealth Planners | Ankeny | CFA, CFP, RICP | Percentage of assets, One-time planning fee |
| Benjamin Geiger | Simplified Planning | Johnston | CFP | Ongoing planning fee, Percentage of assets |
| Carrie Houchins-Witt | Carrie Houchins-Witt Tax & Financial Services LLC | Coralville | CFP, EA, RICP | Hourly, Flat fee or retainer |
| Chad Gammon Advice-only planning and tax strategy for DIY pre-retirees, engineers and educators with a net worth of $2 million or less. | Custom Fit Financial LLC | Cedar Rapids | CFP, EA, MBA, RICP | Subscription, One-time planning fee |
| Jason Gunkel | Syverson Strege | West Des Moines | CAP, CFA, CFP, AEP | Percentage of assets, Hourly |
| Jeanna Nation | West Financial Advisors, LLC | Des Moines | CFP, CPA/PFS, RICP | Percentage of assets, Hourly |
| Nathan Nicolaisen | Redspire Wealth Management, LLC | West Des Moines | CFP, MBA | Ongoing planning fee, One-time planning fee |
| Steven Kane | Kane Company Wealth Management, Inc. | Johnston | CFP, CPA, PFS | Percentage of assets, Hourly |
| David Cunningham | LW Advisors | Des Moines | CFP | Percentage of assets, Hourly |
| Joseph Hart | Hart Wealth Management | West Des Moines | CFP | Percentage of assets, Fixed fees |
| Andrew Tuecke | Stewards Advisory Services | Marion | CFP | Percentage of assets, Hourly |
| Jeff Newburn | Plan2Thrive Financial Services | Eldridge | CFP | Percentage of assets, Hourly |
| Kevin Pira | Pira Wealth Management | Coralville | CFP | Percentage of assets, Fixed fees |
| April Blasen | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Christian Voigtlander | Gibraltar Capital Management | Urbandale | CFA | Percentage of assets, Hourly |
| Joseph Leibfried | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Logan Ben | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Loren Sherman | Integrity Wealth Management | Waukee | Not listed | Flat fee or retainer, Ongoing planning fee |
| Peter Deacon | Forrest Financial Services | Windsor Heights | CFP | Percentage of assets, Hourly |
| Ricky Winslow | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Ryan Keating | StackStone Wealth | Dubuque | CFP | Percentage of assets, Fixed fees |
| Stephen Forrest | Forrest Financial Services | Des Moines | CFP | Percentage of assets, Hourly |
| Scott Leibfried | StackStone Wealth | Dubuque | ChFC | Percentage of assets, Fixed fees |
| Amanda Kelley | Plan2Thrive Financial Services | Eldridge | Not listed | Percentage of assets, Hourly |
| Andrew Picchietti | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Joseph Jay | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Patrick Campbell | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Patrick Reid | Plan2Thrive Financial Services | Eldridge | Not listed | Percentage of assets, Hourly |
| 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 |
| Kyle Thompson | Leetown Advisors | Ankeny | Not listed | Percentage of assets, Hourly |
| 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 |
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