Fee-Only Financial Planners in Coralville, 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 Coralville, IA:

Martin Kurtz

CFP®, AIF®A

The Planning Center

Coralville, 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.

Andrew Sivertsen

CFP®

The Planning Center, Inc.

Coralville, 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.

Anthony T. Reynolds

ChFC®, CFP®

CoreTegic Capital, LLC

Cedar Rapids, IA

Specialties: Comprehensive Financial Planning, Executive Compensation, Tax Planning, 401(k) and 403(b) Retirement Plans, Retirement Income Planning, Investment Management, College Education Planning, Student Loan Debt,

Fee-Only Financial Planner Located in Cedar Rapids, IA Serving Clients Locally and Across the Country

Corey Houchins-Witt

Carrie Houchins-Witt Tax & Financial Services LLC

Coralville, IA

Carrie Houchins-Witt

Carrie Houchins-Witt Tax & Financial Services LLC

Coralville, IA

Robert Scott

Partner Wealth Planning

Coralville, IA

  • 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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