What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Iowa area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Iowa Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Ryan Watermiller
CFP®
Basepoint Wealth
Ankeny, IA
Specialties: Early Retirement Planning, Tax Planning, Retirement Income Planning, Comprehensive Financial Planning, Investment Management
Fee-Only financial planner located in Ankeny, IA, serving clients locally and across the country
Kirk Sadilek
AIF®, ChFC®, RICP®, CFP®
Basepoint Wealth
Cedar Rapids, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Cedar Rapids, Iowa, serving clients locally and across the country
David Ernst
AIF®, PPC®
Cedar Point Capital Partners
Cedar Rapids, IA
Specialties: Private Wealth Management, Holistic Financial Planning, Fiduciary Investment Management, Retirement Planning & Cash Flow Analysis, Income Tax Planning & Management, Social Security & IRMAA Planning, Charitable Gift Optimization Strategies, Legacy & Estate Planning
Fiduciary, fee-only financial planning and wealth management based in the Iowa City-Cedar Rapids Corridor, serving clients locally and across the country
Kade Hammes
CFP®
Storybook Financial
Coralville, IA
Specialties: Financial Life Planning, Investment Management, Anxiety Reduction, Adventure Finding, Giving Back
What adventure does your story hold?
Trent Von Ahsen
CFP®, CIMA®, CPWA®, RMA®, AIFA®
Cedar Point Capital Partners
Cedar Rapids, IA
Specialties: Private Wealth Management, Holistic Financial Planning, Fiduciary Investment Management, Retirement Planning & Cash Flow Analysis, Income Tax Planning & Management, Social Security & IRMAA Planning, Charitable Gift Optimization Strategies, Legacy & Estate Planning
Fiduciary, fee-only financial planning and wealth management based in the Iowa City-Cedar Rapids Corridor, serving clients locally and across the country
Brad Haverback
CFP®
Savant Wealth Management
Cedar Rapids, IA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Andrew Sivertsen
CFP®, EA, CeFT®
The Planning Center, Inc.
Iowa City, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Build Confidence In Your Financial Future. Serving clients regardless of location, with offices throughout the United States.
Allen Wallace
MBA, CFA®, CPA/PFS, CFP®
Basepoint Wealth
Cedar Rapids, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Cedar Rapids, Iowa, serving clients locally and across the country
Roy Lines
CFP®, CRPS™®
Nikulski Financial, Inc.
Bettendorf, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Business Succession Planning, Employer Sponsored Retirement Plans, College Education Planning, Tax Planning, Estate & Generational Planning
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.
KC Pochobradsky
CFP®
Basepoint Wealth
Cedar Rapids, IA
Specialties: Comprehensive Financial Planning, Retirement Distribution, Surviving Spouse Support & Guidance
Fee-Only financial planner located in Cedar Rapids, IA, serving clients locally and across the country
Matt Hylland
Arnold & Mote Wealth Management
Hiawatha, IA
Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning
Based in Cedar Rapids, IA helping local individuals and families on a Flat-Fee basis (not % of managed assets)
Andrew M. Swanson
MS, CFP®
Nikulski Financial, Inc.
Bettendorf, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.
Scott Cooley
CFP®, ChFC®, CLU®, RICP®
Basepoint Wealth
Cedar Rapids, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Cedar Rapids, Iowa, serving clients locally and across the country
Landis Wiley
CFP®
Basepoint Wealth
Cedar Rapids, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Cedar Rapids, Iowa, serving clients locally and across the country
Travis Allen
CFA, CFP®, RICP®
Custom Wealth Planners
Ankeny, IA
Specialties: Retirement Income Distribution Planning, Investment Management, Tax Planning, Health & Insurance Planning, Wealth Transfer Planning, Education Planning, Estate & Trust Planning, Charitable Giving
Fee-Only financial planner located in Ankeny, IA, providing wealth management solutions for retirees.
Tory Meiborg
Savant Wealth Management
Cedar Rapids, IA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Jacob Stalder
CFP®
Navigate Financial Planning
Cedar Falls, IA
Specialties: Strategic Investment Planning, Retirement Income Planning, Comprehensive Financial Planning, College Education Planning, Tax Planning, Insurance Planning, Stock Option Planning, Cash Flow & Debt Management Planning
Fee-Only financial planner located in Cedar Falls, IA, serving clients locally and across the country
Laura West
CFP®, CPA, RICP®
West Financial Advisors, LLC
Des Moines, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Grow and Protect Your Wealth With Objective Advice. Fee Only Financial Planner in Des Moines, IA.
Quinn Arnold
CFP®
Arnold & Mote Wealth Management
Hiawatha, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Based in Cedar Rapids, IA helping local individuals and families on a Flat-Fee basis (not % of managed assets)
Mike Dunlop
CFP®
Ignite Financial
Cedar Falls, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Cedar Falls, IA serving the Waterloo area and clients across the country
Shayne Boles
Basepoint Wealth
Davenport, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Davenport, Iowa, serving clients locally and across the country
Kate Wallace
CFP®, ChFC®, RICP®, APMA®
Basepoint Wealth
Cedar Rapids, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Tax Strategies, Deciding when to retire
Fee-Only financial planner located in Cedar Rapids, Iowa, serving clients locally and across the country
Bryan Knudson
CFP®, CPWA®
Basepoint Wealth
Dubuque, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Planning, Employer Plan and Executive Compensation (Stock Options/Grants), Tax Planning, Closely Held Business Planning, Charitable Planning, Estate and Legacy Planning
Fee-Only financial planner located in Cedar Rapids, Iowa, serving clients locally and across the country
Chad Gammon
CFP®
Custom Fit Financial LLC
Cedar Rapids, IA
Specialties: Comprehensive Financial Planning, Budgeting and Cash Flow Management, Retirement Income Planning, Insurance Analysis, Investment Management, College Education Planning, Tax Planning
Struggling to find affordable, personalized financial planning? Financial planning made simple and accessible.
Steven L. Kane
CFP®, CPA, PFS™, CDFA®
Kane Company Wealth Management, Inc.
Johnston, IA
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Multi-year Income Tax Planning, Comprehensive Financial Planning, Multi-year Roth IRA Conversion Analysis, Qualified Charitable Distributions, Required Minimum Distributions, Pension, ESOP, and IRA Rollovers, Income Tax Preparation
Fee-Only (all the time) fiduciary financial adviser located in Des Moines, IA, serving clients locally and across the country.
Anthony T. Reynolds
MBA, CFP®, ChFC®
CoreTegic Capital Wealth Management
Johnston, IA
Specialties: Government/ Federal Employees, Military, In Transition, Comprehensive Financial Planning, Executive Compensation, Tax Planning, 401(k) and 403(b) Retirement Plans, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner serving Arlington, Virginia and the D.C. metro surrounding areas.
Nicholas Timm
CFP®, ChFC®, AIF®
Cedar Point Capital Partners
Cedar Rapids, IA
Specialties: Private Wealth Management, Holistic Financial Planning, Fiduciary Investment Management, Retirement Planning & Cash Flow Analysis, Income Tax Planning & Management, Social Security & IRMAA Planning, Charitable Gift Optimization Strategies, Legacy & Estate Planning
Fiduciary, fee-only financial planning and wealth management based in the Iowa City-Cedar Rapids Corridor, serving clients locally and across the country
Brian J. Nikulski
CFP®
Nikulski Financial, Inc.
Bettendorf, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Business Succession Planning, Employer Sponsored Retirement Plans, College Education Planning, Tax Planning, Estate & Generational Planning
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.
Carrie Houchins-Witt
CFP®, EA, CDFA®
Carrie Houchins-Witt Tax & Financial Services LLC
Coralville, IA
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
