Financial Advisors in Iowa
Browse 93 financial advisors in Iowa — page 2 of 2.
lsb wealth management
ankeny, IA
manchesterstory fund management, lp
west des moines, IA
matheson & rock wealth management, llc
davenport, IA
merkle retirement planning
grimes, IA
midwest growth advisors, llc
west des moines, IA
midwest heritage financial advisors
west des moines, IA
midwestern financial group
iowa city, IA
mokosak advisory group, llc
urbandale, IA
nations financial group, inc.
cedar rapids, IA
next level ventures, llc
des moines, IA
nikulski financial, inc.
bettendorf, IA
northwest wealth management, llc
spencer, IA
oasis advisors
forest city, IA
paladin wealth partners
clive, IA
pecaut wealth management
sioux city, IA
peterson financial group, inc.
des moines, IA
plan2thrive financial
eldridge, IA
principal advised services
des moines, IA
principal asset management
des moines, IA
principal real estate
des moines, IA
principal securities, inc.
des moines, IA
quad-cities investment group, llc
davenport, IA
rda financial network
akron, IA
retireright consulting group
west des moines, IA
ria advisory group, llc
des moines, IA
sammons financial group asset management, llc
west des moines, IA
situsamc real estate valuation services, llc
west des moines, IA
steele capital management, inc.
dubuque, IA
stonefield investment advisory, inc.
cedar rapids, IA
syverson strege
west des moines, IA
tfp management, llc
bettendorf, IA
the life group financial services
dubuque, IA
transamerica retirement advisors, llc
cedar rapids, IA
tuve investment management, inc.
waterloo, IA
valiant wealth, llc
west des moines, IA
van diest capital
polk city, IA
vivid wealth management, llc
west des moines, IA
water valley investment advisors, inc.
sioux center, IA
wealth advisors group, llc
coralville, IA
wealth advisors of iowa, llc
west des moines, IA
wealthspan partners, llc
davenport, IA
weis advisory
clive, IA
weitzel financial services, inc.
dubuque, IA
west financial advisors, l.l.c.
des moines, IA
wilon wealth management
urbandale, 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.