Fee-Only Financial Advisors in Iowa

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".

Every Iowa Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

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, Virginia and the D.C. metro surrounding areas.

I can work with clients anywhere!

Jacob Stalder

CFP®

​Navigate Financial Planning

Cedar Falls, IA

Specialties: Strategic Investment Planning, Retirement Income Planning, Comprehensive Financial Planning, College Education Planning, Tax Planning, Insurance Planning, Stock Option Planning, Cash Flow & Debt Management Planning

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Benjamin Geiger

CFP®

Syverson Strege

West Des Moines, IA

Specialties: Comprehensive Financial Planning, Values-Based Planning, Retirement Planning, Investment Management, Cash Flow & Tax Planning, Estate Planning, Risk Management, Philanthropic Planning

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

I can work with clients anywhere!

Landis Wiley

CFP®

Basepoint Wealth

Cedar Rapids, IA

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Bryan Knudson

CFP®, CPWA®

Basepoint Wealth

Dubuque, 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

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

I can work with clients anywhere!

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!

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

I can work with clients anywhere!

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!

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

I can work with clients anywhere!

Bobby Daniels

CFP®, CIMA®

Syverson Strege

West Des Moines, IA

Specialties: Comprehensive Financial Planning, Values-Based Planning, Retirement Planning, Investment Management, Cash Flow & Tax Planning, Estate Planning, Risk Management, Philanthropic Planning

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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!

Ryan Watermiller

CFP®

Basepoint Wealth

Des Moines, IA

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Retirement Income Planning, Enter a new Specialty here

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

I can work with clients anywhere!

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

I can work with clients anywhere!

KC Pochobradsky

Basepoint Wealth

Cedar Rapids, IA

Specialties: Comprehensive Financial Planning, Retirement Distribution, Surviving Spouse Support & Guidance

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

I can work with clients anywhere!

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?

I can work with clients anywhere!

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 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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Michael Murkins

CFP®

Syverson Strege

West Des Moines, IA

Specialties: Comprehensive Financial Planning, Values-Based Planning, Retirement Planning, Investment Management, Cash Flow & Tax Planning, Estate Planning, Risk Management, Philanthropic Planning

Fee-Only financial planner located in West Des Moines, IA, 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

Based in Cedar Rapids, IA helping local individuals and families on a Flat-Fee basis (not % of managed assets)

I can work with clients anywhere!

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

I can work with clients anywhere!

Clay Budach

CFP®

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 across the greater Des Moines Metro and Midwest.

I can work with clients anywhere!

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

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

Based in Cedar Rapids, IA helping local individuals and families on a Flat-Fee basis (not % of managed assets)

Justin Wren

CFP®

Iowa Wealth Management

Des Moines, IA

Jean Mote

CFP®

Mote Wealth Management, LLC

Hiawatha, IA

Lance Beckman

ClearWealth

Burlington, IA

Kacy Bass

CFP®, MFCS

Clarity Asset Management, Inc.

Ames, IA

Matthew Roberts

CFP®

Syverson Strege

West Des Moines, IA

Ryan Brueck

CFP®

ClearWealth

Davenport, IA

Betsy Ratashak-Vogel

CFP®

R&V Personal Finance, LLC

Decorah, IA

Eric Mote

CFP®

Mote Wealth Management, LLC

Hiawatha, IA

Carrie Houchins-Witt

CFP®, EA, CDFA®

Carrie Houchins-Witt Tax & Financial Services LLC

Coralville, IA

David Strege

CFP®, CFA®, CKA®

Syverson Strege

West Des Moines, IA

Steven L. Kane

CFP®, CPA/PFS

Kane Company Wealth Management, PC

Johnston, 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)

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