Johnson County, IA Financial Advisors and Resources

Financial Advisor Firms in Johnson County, IA



(319) 354-3939

136 S. Dubuque St.

Iowa City, IA 52240

SEC#: 801-61051
Years in Business: 19 years

How Retirement-Friendly is Johnson County, IA?

  • Population: 148,577
  • % of Population 62 Years and Over: 14.3%
  • Average Home Value: $239,000
  • Average Monthly Housing Cost: $1,093
  • Average Household Income: $86,798
  • 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.)

Johnson County, IA Financial Advisor FAQs

Financial advisors typically take a percentage of your managed wealth as their fee. This means they will manage your money and charge you a percentage based on the amount you give them to manage.
There are many different types of financial advisors that can help you reach your goals. We recommend speaking to a qualified advisor that specializes in the type of investments you want to pursue for more personalized advice.
Yes. Financial advisors work with their clients towards specific goals for their financial future, such as higher income and more savings. They help people explore factors such as the benefits of investing in stocks vs. bonds, and they provide oversight to ensure that investments stay within a client's personal portfolio strategy.
Ask for referrals from people who have been customers with the company for a good length of time. Ask the advisor if they have any conflicts that create a conflict of interest with their clients, or what policies they have in place to handle potential conflicts.