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 Iowa 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".
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Every Iowa Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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.
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.
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.
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.
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.
Steven L. Kane
CFP®, CPA, PFS™, CDFA®
Kane Company Wealth Management, Inc.
Johnston, IA
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Multi-year Income Tax Planning, Comprehensive Financial Planning, Multi-year Roth IRA Conversion Analysis, Qualified Charitable Distributions, Required Minimum Distributions, Pension, ESOP, and IRA Rollovers, Income Tax Preparation, Equity compensation
Fee-Only (all the time) fiduciary financial adviser located in Des Moines, IA, serving clients locally and across the country.
Ryan Watermiller
CFP®
Basepoint Wealth
Ankeny, IA
Specialties: Early Retirement Planning, Tax Planning, Retirement Income Planning, Comprehensive Financial Planning, Investment Management
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.
Mike Dunlop
CFP®
Ignite Financial
Cedar Falls, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Cedar Falls, IA serving the Waterloo area and clients across the country
Laura West
CFP®, CPA, RICP®, AEP®
West Financial Advisors, LLC
Des Moines, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Grow and Protect Your Wealth With Objective Advice. Fee Only Financial Planner in Des Moines, IA.
Ethan Good
CFA, CFP®
Nikulski Financial, Inc.
Bettendorf, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Business Succession Planning, Employer Sponsored Retirement Plans, College Education Planning, Tax Planning, Estate & Generational Planning
Fee-Only financial planner located in Bettendorf, IA, 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
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.
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.
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.
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.
Ryan Brueck
CFP®
ClearWealth
Davenport, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Efficiently Managing an Inheritance
I work with folks nearing or in retirement, or those who need help managing an inheritance. Fee-Only financial planner located in Davenport, IA, serving clients locally and across the country.
Shayne Boles
CFP®
Basepoint Wealth
Davenport, 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.
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.
Travis Allen
CFA, CFP®, RICP®
Custom Wealth Planners
Ankeny, IA
Specialties: Retirement Income Distribution Planning, Investment Management, Tax Planning, Health & Insurance Planning, Wealth Transfer Planning, Education Planning, Estate & Trust Planning, Charitable Giving
Fee-Only financial planner located in Ankeny, IA, providing wealth management solutions for retirees.
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.
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.
Brian J. Nikulski
CFP®
Nikulski Financial, Inc.
Bettendorf, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Business Succession Planning, Employer Sponsored Retirement Plans, College Education Planning, Tax Planning, Estate & Generational Planning
We are comprehensive financial planners who focus on the key areas of personal finance. At the core of our relationship, we focus on creating a customized financial plan based on your unique purpose, passion, and joy to help you achieve your goals.
Andrew M. Swanson
MS, CFP®
Nikulski Financial, Inc.
Bettendorf, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.
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.
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.
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.
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.
Andrew Sivertsen
CFP®, EA, CeFT®
The Planning Center
Iowa City, IA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning, Family and Charitable Giving, Insurance & Benefits Review
At The Planning Center, we’ve been guiding individuals and families through all stages of life – growing wealth, building on life’s successes, and thriving in retirement. Serving clients across the country from multiple offices and virtual meetings.
Carrie Houchins-Witt
CFP®, EA, CDFA®
Carrie Houchins-Witt Tax & Financial Services LLC
Coralville, IA
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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)
