Find a Financial Planner in Cedar Rapids, IA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Cedar Rapids 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 Cedar Rapids, IA


  • Financial Advisor Close to Cedar Rapids, 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 Cedar Rapids Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Cedar Rapids area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Cedar Rapids can include managing client retirement accounts, investments, tax plans, and more.
18.6% of Cedar Rapids's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Cedar Rapids area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Cedar Rapids area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
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 Cedar Rapids area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Cedar Rapids area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Cedar Rapids area, 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Cedar Rapids area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

We evaluated over 13,000 RIA firms to bring you the best of the best Cedar Rapids financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Cedar Rapids, IA?

  • Population: 132,301
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $145,200
  • Average Monthly Housing Cost: $918
  • Average Household Income: $75,289
  • 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 Cedar Rapids, IA


NATIONS FINANCIAL GROUP, INC.

Website

(319) 393-9541

4000 River Ridge Drive Ne

Cedar Rapids, IA 52402

SEC#: 801-57407
Years in Business: 21 years

BASEPOINT WEALTH, LLC

Website

(319) 826-1898

4144 Golf Street Ne

Cedar Rapids, IA 52402

SEC#: 801-111782
Years in Business: 3 years

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(319) 447-5700

4201 42nd Street Ne
Suite 100
Cedar Rapids, IA 52402

SEC#: 801-62277
Years in Business: 17 years

BFC PLANNING, INC.

Website

(319) 447-5700

4201 42nd Street Ne
Suite 100
Cedar Rapids, IA 52402

SEC#: 801-67427
Years in Business: 14 years

WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

Website

(319) 364-3041

221 Third Avenue Se Suite 215

Cedar Rapids, IA 52401

SEC#: 801-68763
Years in Business: 13 years

AEGON ASSET MANAGEMENT US

Website

(319) 355-3598

6300 C Street Sw

Cedar Rapids, IA 52499

SEC#: 801-60667
Years in Business: 19 years

AEGON REAL ASSETS US

Website

(319) 355-3598

6300 C Street Sw

Cedar Rapids, IA 52499

SEC#: 801-110854
Years in Business: 4 years