Akron, IA Financial Advisors and Resources

Financial Advisor Firms in Akron, IA



(319) 626-3464

321 Reed Street # 2

Akron, IA 51001

SEC#: 801-69651
Years in Business: 13 years

How Retirement-Friendly is Akron, IA?

  • Population: 1,588
  • % of Population 62 Years and Over: 22.7%
  • Average Home Value: $108,200
  • Average Monthly Housing Cost: $633
  • Average Household Income: $60,254
  • Iowa Total Tax Burden: 9.26% (13th Highest in U.S.)
  • Iowa Property Tax: 3.39% (14th Highest in U.S.)
  • Iowa Individual Income Tax: 2.53% (18th Highest in U.S.)
  • Iowa Sales and Excise Tax: 3.34% (25th Highest in U.S.)

Akron, IA Financial Advisor FAQs

For advised investments, advisors typically charge advisory fees of 1% to 2% annually for managing the money. A commission is also charged on transactions made within the account such as buying or selling securities, which can amount an additional 3%.
Find one, and ask them for a list of credentials such as their designation, Accredited Investor Status, and to see the signed form ADV.
Financial advisors can help with anything related to finances like budgeting, taxes, insurance, etc.
We find that clients with the most success are those who enjoy making progress. To make progress, you'll need to know where your money is, which debts you already have taken care of, and what motivates you. This will allow us to recommend products and services best suited for your needs.