Find a Financial Advisor in Johnston, IA

 

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

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We Only Work With The Best Johnston Financial Advisors


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

3rd Party Rankings

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 Johnston, IA


  • Financial Advisor Close to Johnston, 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 Johnston, 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 Johnston, IA

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

  • Population: 21,406
  • % of Population 62 Years and Over: 17.3%
  • Average Home Value: $284,600
  • Average Monthly Housing Cost: $1,319
  • Average Household Income: $122,789
  • 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 Johnston, IA

 

KANE COMPANY, P.C.

Website

(515) 270-2727

5526 N.W. 86th Street
Suite A
Johnston, IA 50131

SEC#: 801-117373
Years in Business: 2 years

IRON HORSE WEALTH MANAGEMENT, LLC

Website

(515) 779-6250

8711 Windsor Parkway
Suite 4
Johnston, IA 50131

SEC#: 801-108682
Years in Business: 4 years

LINCOLN FINANCIAL SECURITIES CORPORATION

Website

(515) 334-8100

8404 Nw 62nd Avenue

Johnston, IA 50131

SEC#: 801-23151
Years in Business: 36 years

GRADIENT SECURITIES, LLC

Website

(515) 278-2077

9245 Northpark Drive

Johnston, IA 50131

SEC#: 801-80807
Years in Business: 6 years

LEXAURUM ADVISORS, LLC

Website

(515) 491-2251

5530 West Parkway, Suite 600

Johnston, IA 50131

SEC#: 801-107738
Years in Business: 5 years

SUMMIT FINANCIAL GROUP INC

Website

(515) 331-3663

5460 Merle Hay Road
J
Johnston, IA 50131

SEC#: 801-56645
Years in Business: 22 years

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC

Website

(515) 362-8191

5530 West Pkwy Suite 400

Johnston, IA 50131

SEC#: 801-69742
Years in Business: 12 years

LINCOLN FINANCIAL SECURITIES CORPORATION

Website

(515) 334-8100

8404 Nw 62nd Avenue

Johnston, IA 50131

SEC#: 801-23151
Years in Business: 36 years

 


Johnston, IA Financial Advisor FAQs

Financial advisors help people with their finances. This includes working with credit card debt, figuring out what kind of insurance is best for you and tax preparation.
One of the primary reasons why it's recommended that many people with investments require the services of a financial advisor is because they do not have sufficient knowledge in all areas of finance to manage their own money properly. Knowing when and what type of investment to make, how much risk one wants to take, etc. can be complex enough without adding in complex tax considerations-- or even knowing basic things about projecting one's cash flow needs.
There are a few different ways to pay financial advisors. A percentage of assets, flat fee for service, annual retainer, and a mix of these three.
It's always best to ask around and get recommendations from people who have had similar experiences. Your friends and family can be a good place to start for this. Once you come up with a short list, it's important to read reviews of each advisor before making your ultimate decision.