Clarion, IA Financial Advisors and Resources

Financial Advisor Firms in Clarion, IA



(515) 532-6661

215 North Main Street

Clarion, IA 50525

SEC#: 801-68117
Years in Business: 14 years

How Retirement-Friendly is Clarion, IA?

  • Population: 2,754
  • % of Population 62 Years and Over: 26.9%
  • Average Home Value: $86,500
  • Average Monthly Housing Cost: $660
  • Average Household Income: $53,769
  • 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.)

Clarion, IA Financial Advisor FAQs

Choose someone who is willing to meet with you informally at first--get an impression of rapport and style before making any formal agreements or handing over any financial information; make sure everyone involved can explain all the concepts clearly; never sign anything without gaining professional legal advice first. Keep in mind that anyone offering opinions about what you should do should be willing to explain why they believe this is appropriate action (i.e., what trends are driving their choice).
You would need a financial advisor if you want someone to help you meet your long-term goals.
A financial advisor cost will depend on the planner. Fees for financial advising range from $60 to $150 per hour or more. Financial advisors typically charge an engagement fee to get started, which is usually somewhere around 1% of the client's funds to manage.
The first thing you can do is to speak with a trusted friend or colleague and ask them if they have any suggestions, since this would certainly save you a lot of time. If they don't have any suggestions for you, then their next suggestion would be to conduct your own research online.