Find a Financial Advisor in Davenport, IA

 

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

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We Only Work With The Best Davenport Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Davenport, IA


  • Financial Advisor Close to Davenport, 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 Davenport, 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 Davenport, IA

We evaluated over 13,000 RIA firms to bring you the best of the best Davenport financial advisors.
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How Retirement-Friendly is Davenport, IA?

  • Population: 102,169
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $135,000
  • Average Monthly Housing Cost: $848
  • Average Household Income: $68,559
  • 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 Davenport, IA

 

INVESTMENT CONSULTING GROUP INC

Website

(563) 322-2322

5117 Jersey Ridge Road, Suite 1

Davenport, IA 52807

SEC#: 801-38594
Years in Business: 30 years

QUAD-CITIES INVESTMENT GROUP, LLC

Website

(563) 484-5000

5177 Utica Ridge Road

Davenport, IA 52807

SEC#: 801-71612
Years in Business: 11 years

WEALTHSPAN PARTNERS, LLC

Website

(563) 723-7301

4620 East 53rd Street
Suite 201
Davenport, IA 52807

SEC#: 801-113832
Years in Business: 3 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(563) 326-2064

5187 Utica Ridge Rd

Davenport, IA 52807

SEC#: 801-69266
Years in Business: 13 years

BEYER & ROCK ADVISORY GROUP, LLC

Website

(800) 682-3937

2322 E. Kimberly Road,
Suite 150N
Davenport, IA 52807

SEC#: 801-114867
Years in Business: 2 years

BASEPOINT WEALTH, LLC

Website

(319) 826-1898

4620 E 53Rd Street, Ste. 203

Davenport, IA 52807

SEC#: 801-111782
Years in Business: 4 years

VISIONPOINT ADVISORY GROUP, LLC

Website

(563) 345-6880

3544 Crow Creek Road

Davenport, IA 52807

SEC#: 801-78506
Years in Business: 7 years

WISDOM FINANCIAL SERVICES, L.L.C.

Website

(800) 959-8485

3910 Lillie Avenue

Davenport, IA 52806

SEC#: 801-112566
Years in Business: 3 years

VISIONPOINT ADVISORY GROUP, LLC

Website

(563) 345-6880

3544 Crow Creek Road

Davenport, IA 52807

SEC#: 801-78506
Years in Business: 7 years

 


Davenport, IA Financial Advisor FAQs

The average financial advisor salary in Davenport, IA is $68,000. This compensation estimate is based on 7 salaries submitted anonymously to Indeed by Peoria advisors in the last year. The typical advisor salary ranges from $47,000 to $88,250.
Financial advisors help you make better decisions about your finances. They research on the latest news in the financial world and analyze various kinds of investments. They also assess debt products such as mortgages or loans to offer wise solutions in managing payments.
Ask a potential advisor for references or recommendations from other clients to validate their professionalism and/or successful track record. In addition, an advisor should have a certification from the Certified Financial Planner Board of Standards in order to make sure they are qualified to give advice.
Financial advisors are compensated differently according to their financial institution's policies or practices. A few of the different ways advisors get paid are by fixed fee, commission, performance-based compensation, and hourly rates.