Bryan Knudson
CFP®
Basepoint Wealth
Senior Wealth Advisor, Founding Partner
Bryan Knudson
CFP®
Basepoint Wealth
Senior Wealth Advisor, Founding Partner
As a fee-only financial planner, I can provide clients with unbiased and comprehensive financial advice tailored to their goals and needs. - Bryan Knudson, CFP®
Fee-Only financial planner located in Cedar Rapids, Iowa, serving clients locally and across the country
Bryan Knudson is a Cedar Rapids, Iowa fee-only finanvial advisor serving clients locally and across the country. Basepoint Wealth provides comprehensive financial planning, investment management, tax planning, and retirement plan solutions to help individuals and businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bryan Knudson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a Senior Wealth Advisor and one of Basepoint Wealth's founding partners, Bryan Knudson brings nearly 20 years of industry experience helping individuals and families achieve their financial goals. He is focused on building a practice centered around his clients’ unique needs. He believes in a flexible, low-pressure environment when working with clients, understanding their values and goals, creating a plan, and being there every step of the way.
After graduating from Iowa State University with a B.S. from the College of Business, he was introduced to this career path in 2003 and immediately took an interest in the world of economics, investing and personal finance.
His passion for helping others and striving to deliver the highest level of advice led him to earn his CFP® designation in 2011.
Outside of the office, Bryan stays active and enjoys spending time outdoors hiking trails, biking, running, and skiing. Together with his wife Jess and two children William and Whitney, they love to cook, travel, and explore. Bryan serves as a volunteer coach supporting and encouraging young people.
Basepoint Wealth is an independent, fee-only wealth advisory firm based in Cedar Rapids, IA. Our goal is to make fiduciary financial advice more accessible to regular families. No commissions, no sales or pressure, just quality financial planning for an affordable fee. Visit our website to find out more!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Bryan Knudson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Bryan Knudson is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Bryan Knudson
Office Locations:
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300 Main Street
Dubuque, IA 52001 -
4620 E 53rd St.
Suite 203
Davenport, IA 52807 -
4144 Golf Street NE
Cedar Rapids, IA 52402
