Fee-Only Financial Planners in Cedar Rapids, IA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Cedar Rapids, IA:

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, 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

Aaron Epstein

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

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

I can work with clients anywhere!

Quinn Arnold

CFP®

Arnold & Mote Wealth Management

Hiawatha, IA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Cedar Rapids, IA, serving clients locally and across the country

Ryan Watermiller

Basepoint Wealth

Des Moines, IA

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Retirement Income Planning

Fee-Only financial planner located in Des Moines, IA, serving clients locally and across the country

Bryan Knudson

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

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

Fee-Only financial planner located in Cedar Rapids, Iowa, serving clients locally and across the country

I can work with clients anywhere!

Matt Hylland

Arnold & Mote Wealth Management

Hiawatha, IA

Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning

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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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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