BLACKOAK ADVISORS LLC
Des Moines, IA
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-493-0005
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IA
114 advisers found
CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC
Coralville, IA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Hourly charges
319-358-2854
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
DSM FINANCIAL L.L.C.
Urbandale, IA
AUM
—
Financial Planning
Team
1 advisors
Clients
101-250
Fees
REFERRAL FEES AND PENSION CONSULTING FEES
515-331-1717
HEARTLAND FINANCIAL SERVICES, LTD.
Cedar Falls, IA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
319-277-1059
IGNITE FINANCIAL
Cedar Falls, IA
AUM
—
Financial PlanningWealth Mgmt
Team
0 total employees
Clients
26-50
Fees
Fixed fees
3192309858
NET WORTH ADVISORS
Waterloo, IA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
319-232-5500
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-901-8804
THE PLANNERS PROFESSIONAL SERVICES, INC.
West Des Moines, IA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
515-224-0149
TRUE WEALTH NATION
Carroll, IA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
712-792-6400
TRUE WEALTH, LLC
Carroll, IA
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(712) 792-6400
TRUEWEALTH STEWARDSHIP, LLC
Marion, IA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
319-373-4124
FENCL ADVISORY SERVICES, LLC
Cedar Falls, IA
AUM
$87.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
319-260-2006
Full profileNo website
PENN ADVISORY GROUP INC.
Mount Vernon, IA
AUM
$53.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
319-535-0262
Full profileNo website
BALANCED INVESTMENT ADVISORS, LLC
Cedar Rapids,, IA
AUM
$49.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
319-242-6444
Full profileNo website
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
Full profileNo website
KINGDOM WEALTH DEVELOPMENT, LLC
West Des Moines, IA
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
515-451-6670
Full profileNo website
APEXEDGE LLC
Grimes, IA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
515-360-5038
Full profileNo website
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