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
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.
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
Experience local, custom portfolio management and holistic financial planning in an ensemble approach that seamlessly blends tax and estate planning with private wealth management.
Lex Mickelson
MBA, CFP® Candidate
Lunea Wealth Management
Cedar Rapids, IA
Specialties: Full-Service Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Estate Planning, Tax Planning, Education Planning, Legacy Planning and Philanthropic Guidance, Risk Management and Insurance Planning
Guiding ambitious women, change-making leaders, and purpose-driven entrepreneurs to align wealth with what matters most.
Chad Gammon
CFP®, RICP®, EA, MBA
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
Fee-only, advice-only financial advisor in Cedar Rapids, IA helping DIY pre-retirees make tax-smart retirement planning decisions through hourly and project-based planning.
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
Located in Cedar Rapids, Iowa, our Basepoint Wealth fee-only advisors provide independent and transparent wealth management advice to clients throughout the state of Iowa. We also partner with clients virtually across the country.
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
Experience local, custom portfolio management and holistic financial planning in an ensemble approach that seamlessly blends tax and estate planning with private wealth management.
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
Located in Cedar Rapids, Iowa, our Basepoint Wealth fee-only advisors provide independent and transparent wealth management advice to clients throughout the state of Iowa. We also partner with clients virtually across the country.
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.
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
Located in Cedar Rapids, Iowa, our Basepoint Wealth fee-only advisors provide independent and transparent wealth management advice to clients throughout the state of Iowa. We also partner with clients virtually across the country.
Ben Geiger
CFP®
Simplified Planning & Investments
Des Moines, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Funding Strategies, Lifelong Tax Planning, Charitable Giving Strategies, Stock-Based Compensation, Estate Planning Coordination
Fee Only Fiduciary Financial Advisor. Based in Des Moines, IA, serving clients nationwide.
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
Located in Cedar Rapids, Iowa, our Basepoint Wealth fee-only advisors provide independent and transparent wealth management advice to clients throughout the state of Iowa. We also partner with clients virtually 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
Arnold & Mote is a fee-only, fiduciary financial planning and wealth management firm serving clients through a flat fee (not % of assets). Our clients are individuals and families in Cedar Rapids, IA and the surrounding areas.
KC Pochobradsky
CFP®
Basepoint Wealth
Cedar Rapids, IA
Specialties: Comprehensive Financial Planning, Retirement Distribution, Surviving Spouse Support & Guidance
Located in Cedar Rapids, Iowa, our Basepoint Wealth fee-only advisors provide independent and transparent wealth management advice to clients throughout the state of Iowa. We also partner with clients virtually across the country.
Landis Wiley
CFP®
Basepoint Wealth
Cedar Rapids, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Located in Cedar Rapids, Iowa, our Basepoint Wealth fee-only advisors provide independent and transparent wealth management advice to clients throughout the state of Iowa. We also partner with clients virtually across the country.
Kate Wallace
CFP®, ChFC®, RICP®, APMA™®, CFT™
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
Located in Cedar Rapids, Iowa, our Basepoint Wealth fee-only advisors provide independent and transparent wealth management advice to clients throughout the state of Iowa. We also partner with clients virtually 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
Experience local, custom portfolio management and holistic financial planning in an ensemble approach that seamlessly blends tax and estate planning with private wealth management.
Matt Hylland
Arnold & Mote Wealth Management
Hiawatha, IA
Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning
Arnold & Mote is a fee-only, fiduciary financial planning and wealth management firm serving clients through a flat fee (not % of assets). Our clients are individuals and families in Cedar Rapids, IA and the surrounding areas.
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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)
