NATIONS FINANCIAL GROUP, INC.
Cedar Rapids, IA
AUM
$4.77B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
81 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
319-393-9541
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IA, CEDAR RAPIDS
11 advisers found
BFC PLANNING, INC.
Cedar Rapids, IA
AUM
$3.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
200 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
319-447-5700
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids, IA
AUM
$906.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
100 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
319-447-5700
BASEPOINT WEALTH, LLC
Cedar Rapids, IA
AUM
$883.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(319) 826-1898
CEDAR POINT CAPITAL PARTNERS, LLC
Cedar Rapids, IA
AUM
$248.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(800) 501-6403
BRIDGEWAY WEALTH MANAGEMENT, LLC
Cedar Rapids, IA
AUM
$164.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
319-393-6535
STONEFIELD INVESTMENT ADVISORY, INC.
Cedar Rapids, IA
AUM
$120.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
319-377-7811
GRIT FAMILY OFFICE, LLC
Cedar Rapids, IA
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(319) 551-7889
RED CEDAR
Cedar Rapids, IA
AUM
$40.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
319-200-6600
CUSTOM FIT FINANCIAL
Cedar Rapids, IA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
319-775-0102
BUSBEE WEALTH ADVISORS LLC
Cedar Rapids, IA
AUM
$43.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
319-777-0808
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