Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Ames Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Ames area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Ames offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
11.9% of Ames's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Ames area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Ames area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Ames area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Ames area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Iowa has unique laws defining which actions trigger a taxable event and has the 13th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Ames area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Ames area when dealing with high-interest credit card debt and private student loans.

 

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: 11 years