Find a Financial Advisor in Cedar Rapids, IA

 

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

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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 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 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

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.
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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: 4 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: 18 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

PRINCIPAL SECURITIES, INC.

Website

(319) 362-2149

200 2nd Ave Se

Cedar Rapids, IA 52401

SEC#: 801-54949
Years in Business: 24 years

ACCEL WEALTH MANAGEMENT LLC

Website

(319) 447-9100

3100 Oakland Road Ne

Cedar Rapids, IA 52406

SEC#: 801-108814
Years in Business: 4 years

 


Cedar Rapids, IA Financial Advisor FAQs

A financial advisor is one of the most important qualified professionals to have by your side. A good financial advisor will help give you personalized solutions that are tailored just for your needs. With a little planning and some wise decisions, you might find yourself with a lot more wealth than if you did everything on your own.
An advisor can help you set your goals by understanding your values and expectations for the future, advising on how much you need to save now based on these factors, what types of investments work best given your goals and risk tolerance, and giving practical suggestions in evaluating your needs.
In a world where everyone seems to have an opinion on every topic, not all of it is accurate. Look for financial advisors who have been credentialed by industry associations and local organizations representing the type of investors involved in their clients' accounts.
Financial advisors usually take a percentage of any investments you make.