Fee-Only Financial Planners in Iowa

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 Iowa:

Andrew M. Swanson

MS, CFP®

Nikulski Financial, Inc.

Bettendorf, IA

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

Fee-Only Financial Planner located in Bettendorf, IA, 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

Walt Mozdzer

CFP®, CAP®, CEPA

Foster Group

West Des Moines, IA

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

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

Shayne Boles

Basepoint Wealth

Davenport, IA

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

Fee-Only financial planner located in Davenport, 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

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

Fee-Only Financial Planner located in Bettendorf, IA, serving clients locally and 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

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

Kade Hammes

CFP®

Storybook Financial

Coralville, IA

Specialties: Financial Life Planning, Investment Management, Anxiety Reduction, Adventure Finding, Giving Back

What adventure does your story hold?

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

Laura West

CFP®, CPA, RICP®

West Financial Advisors, LLC

Des Moines, IA

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

Fee Only Financial Planner in Des Moines, IA

I can work with clients anywhere!

Anthony T. Reynolds

MBA, CFP®, ChFC®

CoreTegic Capital Wealth Management

Johnston, IA

Specialties: Government/ Federal Employees, Military, In Transition, Comprehensive Financial Planning, Executive Compensation, Tax Planning, 401(k) and 403(b) Retirement Plans, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only Financial Planner serving Arlington, Alexandria, Virginia and Iowa. Serving Clients in the DMV, Des Moines Metro Area, 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

Mike Dunlop

CFP®

Benchmark 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

Andrew Sivertsen

CFP®, EA, CeFT®

The Planning Center, Inc.

Iowa City, 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.

Kent Schmidgall

CFP®

Buckingham Strategic Wealth

Burlington, IA

Specialties: Comprehensive Financial Planning, Tax-efficient Investment Management, Retirement Planning and Analysis, Social Security Planning, Insurance and Risk Management, Long-term Care Planning, Estate and Legacy Planning, Charitable Giving Strategies, Behavioral Coaching

Forever standing on the side of our clients.

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

Dubuque, 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

Kacy Bass

CFP®, MFCS

Clarity Asset Management, Inc.

Ames, IA

Betsy Ratashak-Vogel

CFP®

R&V Personal Finance, LLC

Decorah, IA

Carrie Houchins-Witt

CFP®, EA, CDFA®

Carrie Houchins-Witt Tax & Financial Services LLC

Coralville, IA

Jason Gunkel

Syverson Strege

West Des Moines, IA

Wayne Johnson

Syverson Strege

West Des Moines, IA

Jean Mote

CFP®

Mote Wealth Management, LLC

Hiawatha, IA

Johnne Syverson

Syverson Strege

West Des Moines, IA

Steven Kane

CFP®, CPA/PFS

Kane Company, P.C.

Johnston, IA

David Strege

CFP®, CFA®, CKA®

Syverson Strege

West Des Moines, IA

Ryan Brueck

CFP®

ClearWealth

Davenport, IA

Justin Wren

CFP®

Iowa Wealth Management

Des Moines, IA

Lance Gunkel

Syverson Strege

West Des Moines, IA

Matthew Roberts

CFP®

Syverson Strege

West Des Moines, IA

Tyler (TC) Conley

Syverson Strege

West Des Moines, IA

Eric Mote

CFP®

Mote Wealth Management, LLC

Hiawatha, IA

Lance Beckman

ClearWealth

Iowa City, IA

Andrew Tuecke

Stewards Advisory Services

Marion, IA

Mike Johnson

Teacher Wealth

Des Moines, IA

John McGowan

Mandala Financial Advisors LLC

Des Moines, IA

Jeanna Nation

West Financial Advisors, LLC

Des Moines, IA

Tim Roemmich

Syverson Strege

West Des Moines, IA

Taylor Wilson

Greenstone Wealth Management

Forest City, 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)

    NAPFA Consumer Tools PDF

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