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 Cedar Rapids, IA 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 Cedar Rapids, IA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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)
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
KC Pochobradsky
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
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)
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
Ryan Watermiller
CFP®
Basepoint Wealth
Des Moines, IA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Retirement Income Planning, Enter a new Specialty here
Fee-Only financial planner located in Des Moines, IA, serving clients locally and across the country
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
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
Bryan Knudson
CFP®, CPWA®
Basepoint Wealth
Cedar Rapids, 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
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
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
David Ernst
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
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.
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
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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)
