Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Iowa

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in Iowa
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Iowa, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and 82 non-vetted financial advisors in Iowa, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Iowa have an average of 22 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Iowa

Craig Adamson

TrueWealth Stewardship

319-373-4124

Address

Paul Fokken

Royal Fund Management

605-695-6776

Address

231 W. Main Street,
Suite 102,
Cherokee, IA 51012 See Details

Roger Abel

Premier Investments & Wealth Management

319-363-3811

Address

3600 1st Ave NE,
Ste 100,
Cedar Rapids, IA 52402 See Details

Rian Waterman

Farther Finance, LLC

309-243-4331

Address

4009 Thomas Pointe Rd,
Davenport, IA 52807 See Details

Cory Watson

Private Wealth Management

319-524-2201

Address

West Glen,
West Des Moines, IA 50266 See Details

Savant Wealth Management

319-364-3041

Address

Top Financial Advisor Firms in Iowa (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
PRINCIPAL ASSET MANAGEMENT 801 Grand Ave, Des Moines, IA, 50392-0001	109002	$377,222,976,882	6824	A percentage of AUM, Fixed fees, Performance Based, Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE)
PRINCIPAL REAL ESTATE 801 Grand Ave, Des Moines, IA, 50392-0001	109008	$93,913,367,327	643	A percentage of AUM, Fixed fees, Performance Based
AEGON ASSET MANAGEMENT US 6300 C Street Sw, Cedar Rapids, IA, 52499-5338	114537	$88,549,358,554	213	A percentage of AUM, Fixed fees, Performance Based
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 1776 Pleasant Plain Rd., Fairfield, IA, 52556-8757	134139	$87,368,733,496	448526	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS)
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw, Cedar Rapids, IA, 52499	107319	$16,157,423,229	212836	A percentage of AUM, Fixed fees
PRINCIPAL SECURITIES, INC. 711 High Street, Des Moines, IA, 50392	1137	$12,105,712,948	54844	A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR FEES, SOLICITORS FEES, SUBSCRIPTION CONSULTING FEES)
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway, West Des Moines, IA, 50266	321109	$11,358,738,764	8	A percentage of AUM
AVANTAX PLANNING PARTNERS, INC. 3390 Asbury Road, Dubuque, IA, 52002-2801	106237	$6,377,152,299	12286	A percentage of AUM, Hourly charges, Fixed fees
BTC CAPITAL MANAGEMENT 453 7th Street, Des Moines, IA, 50309-3702	127158	$3,836,918,843	2543	A percentage of AUM, Fixed fees
NATIONS FINANCIAL GROUP, INC. 3925 Fountains Blvd Ne, Suite 200 Cedar Rapids, IA, 52411	44181	$3,398,671,718	9857	A percentage of AUM, Fixed fees
FOSTER GROUP, INC. 6601 Westown Parkway, Suite 100 West Des Moines, IA, 50266	107148	$3,238,513,168	4626	A percentage of AUM, Hourly charges, Fixed fees
STEELE CAPITAL MANAGEMENT, INC. 1000 Jackson Street, Suite 201 Dubuque, IA, 52001	107097	$2,692,631,181	4060	A percentage of AUM
INVESTMENT CONSULTING GROUP INC 5117 Jersey Ridge Road, Suite 1 Davenport, IA, 52807	106967	$2,378,969,762	491	A percentage of AUM, Hourly charges, Fixed fees
INTEGRITY ALLIANCE, LLC 4135 Nw Urbandale Dr, Urbandale, IA, 50322	139627	$2,000,456,128	11566	A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS MANAGED BY THIRD-PARTY ADVISOR FIRMS)
AEGON REAL ASSETS US 6300 C Street Sw, Cedar Rapids, IA, 52499-5338	286438	$1,898,014,176	33	A percentage of AUM, Fixed fees, Performance Based, Other (REFER TO SCHEDULE D MISC)

Select other cities around Iowa to broaden your search for a financial advisor

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Find The Best Financial Advisors in Iowa

How To Find The Best Financial Advisors in IowaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Iowa

Craig Adamson

TrueWealth Stewardship

Address

Paul Fokken

Royal Fund Management

Address

Roger Abel

Premier Investments & Wealth Management

Address

Rian Waterman

Farther Finance, LLC

Address

Cory Watson

Private Wealth Management

Address

Savant Wealth Management

Savant Wealth Management

Address

Top Financial Advisor Firms in Iowa (Ranked by AUM)

Select other cities around Iowa to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Iowa
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy