WEALTH ADVISORS OF IOWA, LLC
West Des Moines, IA
AUM
$539.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
515-200-7812
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IA
114 advisers found
INDEPENDENT WEALTH NETWORK, INC.
Urbandale, IA
AUM
$518.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
515-461-5123
WEALTHSPAN PARTNERS, LLC
Davenport, IA
AUM
$451.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(563) 723-7301
NIKULSKI FINANCIAL, INC.
Bettendorf, IA
AUM
$449.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
563-344-0118
FSB PREMIER WEALTH MANAGEMENT, INC.
Waterloo, IA
AUM
$431.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
319-235-6561
QUAD-CITIES INVESTMENT GROUP, LLC
Davenport, IA
AUM
$425.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
563-484-5000
VALIANT WEALTH, LLC
West Des Moines, IA
AUM
$423.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
515-223-6068
MOKOSAK ADVISORY GROUP, LLC
Urbandale, IA
AUM
$413.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
(515) 223-5404
FRIDAY FINANCIAL
Dubuque, IA
AUM
$409.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
(563) 552-7526
COMPASS FINANCIAL SERVICES
West Des Moines, IA
AUM
$407.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
515-327-1020
MIDWEST HERITAGE FINANCIAL ADVISORS
West Des Moines, IA
AUM
$398.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
515-246-8378
PECAUT WEALTH MANAGEMENT
Sioux City, IA
AUM
$381.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
712-252-3268
BOYLE CAPITAL
West Des Moines, IA
AUM
$342.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
515-327-1870
BALLAST CAPITAL ADVISORS, LLC
West Des Moines, IA
AUM
$328.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
844-331-4662
WEITZEL FINANCIAL SERVICES, INC.
Dubuque, IA
AUM
$327.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
563-583-6020
PETERSON FINANCIAL GROUP, INC.
Des Moines, IA
AUM
$299.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
515-226-1500
VIVID WEALTH MANAGEMENT, LLC
West Des Moines, IA
AUM
$290.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(515) 480-7593
KANE COMPANY WEALTH MANAGEMENT, INC.
Johnston, IA
AUM
$284.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
515-270-2727
PALADIN WEALTH PARTNERS
Clive, IA
AUM
$279.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
515-348-6080
OASIS ADVISORS
Forest City, IA
AUM
$277.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
641-251-6001
WILON WEALTH MANAGEMENT
Urbandale, IA
AUM
$264.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
515-225-9500
CLARITY ASSET MANAGEMENT, INC.
Ames, IA
AUM
$257.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
515-233-3152
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
West Des Moines, IA
AUM
$256.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
515-223-7487
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