Find a Financial Advisor in Ames, IA

 

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We did the hard work of finding trustworthy partners in Ames, IA.

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We Only Work With The Best Ames Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Ames, IA


  • Financial Advisor Close to Ames, IA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Ames, IA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Ames, IA

We evaluated over 13,000 RIA firms to bring you the best of the best Ames financial advisors.
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How Retirement-Friendly is Ames, IA?

  • Population: 66,023
  • % of Population 62 Years and Over: 11.9%
  • Average Home Value: $212,400
  • Average Monthly Housing Cost: $960
  • Average Household Income: $67,026
  • 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.)



The Top Financial Advisor Firms in Ames, IA

 

CLARITY ASSET MANAGEMENT, INC.

Website

(515) 233-3152

2117 Philadelphia Street
Suite 100
Ames, IA 50010

SEC#: 801-78348
Years in Business: 8 years

MARRS WEALTH MANAGEMENT, LLC

Website

(515) 233-0307

313 Fifth Street
Suite 101
Ames, IA 50010

SEC#: 801-70824
Years in Business: 12 years

LINCOLN FINANCIAL SECURITIES CORPORATION

Website

(515) 233-1526

202 E Lincoln Way

Ames, IA 50010

SEC#: 801-23151
Years in Business: 36 years

MERCER GLOBAL ADVISORS INC.

Website

(515) 233-0307

313 Fifth Street
Suite 101
Ames, IA 50010

SEC#: 801-69271
Years in Business: 13 years

MERCER GLOBAL ADVISORS INC.

Website

(515) 233-0307

313 Fifth Street
Suite 101
Ames, IA 50010

SEC#: 801-69271
Years in Business: 13 years

RIA ADVISORY GROUP, LLC

Website

(515) 460-3213

4311 Wembley Ave

Ames, IA 50010

SEC#: 801-117837
Years in Business: 2 years

RIA ADVISORY GROUP, LLC

Website

(515) 290-5059

2305 Dayton Ridge Road

Ames, IA 50010

SEC#: 801-117837
Years in Business: 2 years

MERCER GLOBAL ADVISORS INC.

Website

(515) 233-0307

313 Fifth Street
Suite 101
Ames, IA 50010

SEC#: 801-69271
Years in Business: 13 years

MERCER GLOBAL ADVISORS INC.

Website

(515) 233-0307

313 Fifth Street
Suite 101
Ames, IA 50010

SEC#: 801-69271
Years in Business: 13 years

 


Ames, IA Financial Advisor FAQs

Yes. Depending on your current financial status, a financial advisor can provide a service to you by doing a risk assessment and providing tailored financial advise based on their judgement. A good advisor will be able to help you build an investment plan with goals in mind
Act as your overall consultant on all aspects of your life where money is involved. Draw up plans that use your assets wisely, prepare estate planning documents, identify ways to save taxes and maximize retirement benefits, help you execute investments seamlessly through tax-protected structures such as products or accounts with special investment characteristics
Financial advisors get paid when they sell investment products. There are different types of commissions, like the front load commission (recommended for beginners) and a deferred commission where a shopper makes a contribution to an advisor's retirement account.
Be sure to ask these questions before choosing an advisor: What sort of experience do you have in this basic service? Do you work with any third party advisors? If so, who? What are the fees associated with your services?