Fee-Only Financial Planners in:
These Iowa Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
Iowa Financial Planners
Tools & Tips
Get NAPFA's field guide to walk you through all of the steps to finding qualified financial advice.
This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...
NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...
Integrated Financial Planning
The Planning Center
West Financial Advisors, LLC
Nikulski Financial, Inc.
The Planning Center, Inc.
AHC Advisors, Inc.
Jean Mote, CFP® - Mote Wealth Management, LLC - Cedar Rapids IA
Walt Mozdzer, CFP®, CAP® - Syverson Strege and Company - West Des Moines IA
Johnne Syverson, CFP®, AEP®, CAP® - Syverson Strege & Company - West Des Moines IA
Steven Kane, CFP®, CPA, PFS - Kane Company, P.C. - Johnston IA
Kacy Bass, CFP® - Clarity Asset Management - Ames IA
Derek Tharp - Conscious Capital - Cedar Rapids IA
David Strege, CFP®, CFA - Syverson Strege & Company - West Des Moines IA
Eric Mote, CFP® - Mote Wealth Management, LLC - Cedar Rapids IA
Carrie Houchins-Witt - carrie houchins-witt tax & financial services llc - Coralville IA
Wayne Johnson, CFP®, AEP®, CHP, MBA - Syverson Strege and Company - West Des Moines IA