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Find The Best Financial Advisors in Cedar Rapids, Iowa

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Cedar Rapids is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Cedar Rapids & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Cedar Rapids, Iowa, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 10 non-vetted financial advisors in Cedar Rapids, Iowa, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Cedar Rapids, Iowa have an average of 29 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 Cedar Rapids, Iowa

Savant Wealth Management

319-364-3041

Address

Roger Abel

Premier Investments & Wealth Management

319-363-3811

Address

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

Craig Adamson

TrueWealth Stewardship

319-373-4124

Address

Top Financial Advisor Firms in Cedar Rapids, Iowa (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
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
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw, Cedar Rapids, IA, 52499	107319	$16,157,423,229	212836	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
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)
BFC PLANNING, INC. 4201 42nd Street Ne, Suite 100 Cedar Rapids, IA, 52402	119682	$1,839,208,077	8749	A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEE)
BASEPOINT WEALTH, LLC 4144 Golf Street Ne, Cedar Rapids, IA, 52402	289538	$776,175,833	3881	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. 4201 42nd Street Ne, Suite 100 Cedar Rapids, IA, 52402	13609	$742,220,394	3481	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
BEACON CAPITAL, LLC 375 Collins Road Ne,, Suite 120 Cedar Rapids, IA, 52402	286316	$176,237,651	951	A percentage of AUM, Other (REFERRAL FEES)
CEDAR POINT CAPITAL PARTNERS, LLC 329 12th Ave Se, Suite 106 Cedar Rapids, IA, 52401	317532	$174,907,856	1115	A percentage of AUM, Hourly charges, Fixed fees
BRIDGEWAY WEALTH MANAGEMENT, LLC 1909 51st Street Ne, Cedar Rapids, IA, 52402	326547	$151,481,945	382	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Cedar Rapids, Iowa

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

List of Qualified Financial Advisors in Cedar Rapids, Iowa

Savant Wealth Management

Savant Wealth Management

Address

Roger Abel

Premier Investments & Wealth Management

Address

Craig Adamson

TrueWealth Stewardship

Address

Top Financial Advisor Firms in Cedar Rapids, Iowa (Ranked by AUM)

Select other cities around Cedar Rapids, 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 Cedar Rapids, Iowa
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy