Dallas County, IA Financial Advisors and Resources



Financial Advisor Firms in Dallas County, IA


COMPASS FINANCIAL SERVICES, INC.

Website

(515) 993-1887

119 N 9th Street
Ste B
Adel, IA 50003

SEC#: 801-118466
Years in Business: 1 years


How Retirement-Friendly is Dallas County, IA?

  • Population: 87,099
  • % of Population 62 Years and Over: 14.4%
  • Average Home Value: $259,700
  • Average Monthly Housing Cost: $1,261
  • Average Household Income: $113,976
  • 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.)


Dallas County, IA Financial Advisor FAQs

Advisors typically get paid using a fee schedule, an AUM-based fee, or a percentage of assets under management. An advisor may also charge a retainer fee or hourly rate.
You can look up reviews from previous clients and see what the experience was like before getting involved with someone financially. Additionally, it would be prudent to find out what kind of level of service the advisor is going to provide.
Financial advisors are there to provide valuable advice on how you can turn your money into investments that will grow over time, allow you to save for the future, and encourage investing for retirement.
Consider asking them how they are to be compensated for their services and other transactions.