Financial Advisors in Iowa
Browse 93 financial advisors in Iowa — page 1 of 2.
aavin equity advisors, llc
cedar rapids, IA
acadia legacy group
clive, IA
accel wealth management
waverly, IA
aegis wealth management, inc.
guthrie center, IA
aegon asset management us
cedar rapids, IA
aegon real assets us
cedar rapids, IA
alphabit investments, llc
forest city, IA
altitude capital management llc
des moines, IA
ao wealth advisory
urbandale, IA
aot invest llc
davenport, IA
arnold and mote wealth management
hiawatha, IA
ausdal financial partners, inc.
davenport, IA
avantax planning partners, inc.
dubuque, IA
ballast capital advisors, llc
west des moines, IA
basepoint wealth, llc
cedar rapids, IA
beacon capital, llc
cedar rapids, IA
berthel fisher & company financial services, inc.
cedar rapids, IA
bfc planning, inc.
cedar rapids, IA
boyle capital
west des moines, IA
bradford financial center
clarion, IA
bridgeway wealth management, llc
cedar rapids, IA
btc capital management
des moines, IA
cambridge investment research advisors, inc.
fairfield, IA
cedar point capital partners, llc
cedar rapids, IA
cedar valley wealth advisors
cedar falls, IA
clarity asset management, inc.
ames, IA
compass financial services
west des moines, IA
des moines investments, llc
des moines, IA
dmkc advisory services, llc
des moines, IA
dynamic financial group
cedar falls, IA
fbl wealth management, llc
west des moines, IA
five talents financial management group llc
west des moines, IA
forrest financial services
windsor heights, IA
foster group, inc.
west des moines, IA
friday financial
dubuque, IA
fsb premier wealth management, inc.
waterloo, IA
gilbert & cook, inc.
west des moines, IA
independent wealth network, inc.
urbandale, IA
integrity advisory solutions
dallas, IA
integrity alliance, llc
urbandale, IA
investment consulting group inc
davenport, IA
iowa wealth management, llc
west des moines, IA
isa ventures fund management, llc
cedar rapids, IA
kane company wealth management, inc.
johnston, IA
keystone wealth management
waterloo, IA
lane family wealth management
north liberty, IA
legacy bridge private family offices
west des moines, IA
legacy financial group
des moines, IA
Frequently Asked Questions
How much does a financial advisor cost in Iowa?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.