Find a Financial Advisor in Guthrie Center, IA

 

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

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We Only Work With The Best Guthrie Center 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 Guthrie Center, IA


  • Financial Advisor Close to Guthrie Center, 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 Guthrie Center, 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 Guthrie Center, IA

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

  • Population: 1,678
  • % of Population 62 Years and Over: 28.7%
  • Average Home Value: $87,400
  • Average Monthly Housing Cost: $651
  • Average Household Income: $64,701
  • 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 Guthrie Center, IA

 

AEGIS WEALTH MANAGEMENT, INC.

Website

(800) 579-7923

317 State Street

Guthrie Center, IA 50115

SEC#: 801-117179
Years in Business: 2 years

 


Guthrie Center, IA Financial Advisor FAQs

The financial needs for each individual are completely different, so there isn't a set price range agreed on by the industry. Some financial advisors charge a percentage of assets under management per year while others may charge an hourly rate for certain services.
Financial advisors are definitely a huge help. They are trained professionals who have excellent mathematical minds and are well-versed in the banking industry. They help evaluate which products/services are suitable to fit your needs in managing your finances.
On top of recommendations from friends and families, do thorough research on a particular financial advisor before signing up for their services. Make sure to find someone who can represent your interests and not theirs when deciding what kind of advice is best suited for you.
Financial advisors make sure we have enough cash flow to cover expenses and purchases. However, money management is far more than living within your means. It's also about taking the time to consider the long-term, and how money can be invested into retirement funds, college saving, health care savings, etc.