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

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

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

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

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!

Matt Hylland

Arnold & Mote Wealth Management

Hiawatha, IA

Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning

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

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

Ryan Watermiller

CFP®

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

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.

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.

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!

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

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.

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

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

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

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

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.

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?

Jean Mote

CFP®

Mote Wealth Management, LLC

Hiawatha, IA

Betsy Ratashak-Vogel

CFP®

R&V Personal Finance, LLC

Decorah, IA

Eric Mote

CFP®

Mote Wealth Management, LLC

Hiawatha, IA

Justin Wren

CFP®

Iowa Wealth Management

Des Moines, IA

David Strege

CFP®, CFA®, CKA®

Syverson Strege

West Des Moines, IA

Kacy Bass

CFP®, MFCS

Clarity Asset Management, Inc.

Ames, IA

Steven Kane

CFP®, CPA/PFS

Kane Company, P.C.

Johnston, IA

Ryan Brueck

CFP®

ClearWealth

Davenport, IA

Matthew Roberts

CFP®

Syverson Strege

West Des Moines, IA

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)

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