Ames, IA Financial Advisors and Resources



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

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: 1 years

RIA ADVISORY GROUP, LLC

Website

(515) 290-5059

2305 Dayton Ridge Road

Ames, IA 50010

SEC#: 801-117837
Years in Business: 1 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


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.)


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?