BRADFORD FINANCIAL CENTER
Clarion, IA
AUM
$229.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
515.532.6661
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IA
114 advisers found
LSB WEALTH MANAGEMENT
Ankeny, IA
AUM
$228.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
515-327-9922
WEIS ADVISORY
Clive, IA
AUM
$225.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(888) 978-2082
AEGIS WEALTH MANAGEMENT, INC.
Guthrie Center, IA
AUM
$216.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
27 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(833) 483-8383
AO WEALTH ADVISORY
Urbandale, IA
AUM
$213.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
515-224-7849
MIDWESTERN FINANCIAL GROUP
Iowa City, IA
AUM
$172.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
319-499-1620
CEDAR VALLEY WEALTH ADVISORS
Cedar Falls, IA
AUM
$172.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
319-266-6507
ARNOLD AND MOTE WEALTH MANAGEMENT
Hiawatha, IA
AUM
$168.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
319-393-4020
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
WATER VALLEY INVESTMENT ADVISORS, INC.
Sioux Center, IA
AUM
$157.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
7123950764
FORREST FINANCIAL SERVICES
Windsor Heights, IA
AUM
$154.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(515) 277-3495
PLAN2THRIVE FINANCIAL
Eldridge, IA
AUM
$147.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
563-323-5790
THE LIFE GROUP FINANCIAL SERVICES
Dubuque, IA
AUM
$146.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
563-587-7840
VAN DIEST CAPITAL
Polk City, IA
AUM
$144.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
515-620-2085
KEYSTONE WEALTH MANAGEMENT
Waterloo, IA
AUM
$137.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(319) 883-3096
ACADIA LEGACY GROUP
Clive, IA
AUM
$133.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
515-212-2112
AUM
$128.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
319-229-7439
BSC CAPITAL PARTNERS, LLC
West Des Moines, IA
AUM
$125.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
515-225-1185
IOWA WEALTH MANAGEMENT, LLC
West Des Moines, IA
AUM
$123.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
515-225-1924
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
VISIONX WEALTH PARTNERS
Fort Dodge, IA
AUM
$110.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
515-570-4032
RUSSELL WEALTH ADVISORS
Boone, IA
AUM
$105.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
515-432-7000
ALTITUDE CAPITAL MANAGEMENT LLC
Des Moines, IA
AUM
$103.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-207-3310
TRYON INVESTMENTS, LLC
North Liberty, IA
AUM
$103.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
319-665-5050