Find a Financial Planner in Linn County, IA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Linn County 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Linn County, IA


  • Financial Advisor Close to Linn County, 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

 

How Can a CFP® in Linn County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Linn County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Linn County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
18.9% of Linn County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Linn County area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Linn County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Linn County area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Linn County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Iowa has unique laws defining which actions trigger a taxable event and has the 13th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Linn County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Linn County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Linn County, 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 Linn County, IA

We evaluated over 13,000 RIA firms to bring you the best of the best Linn County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Linn County, IA?

  • Population: 223,861
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $163,200
  • Average Monthly Housing Cost: $949
  • Average Household Income: $83,373
  • 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 Linn County, IA


NATIONS FINANCIAL GROUP, INC.

Website

(319) 393-9541

4000 River Ridge Drive Ne

Cedar Rapids, IA 52402

SEC#: 801-57407
Years in Business: 21 years

BASEPOINT WEALTH, LLC

Website

(319) 826-1898

4144 Golf Street Ne

Cedar Rapids, IA 52402

SEC#: 801-111782
Years in Business: 3 years

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(319) 447-5700

4201 42nd Street Ne
Suite 100
Cedar Rapids, IA 52402

SEC#: 801-62277
Years in Business: 17 years

BFC PLANNING, INC.

Website

(319) 447-5700

4201 42nd Street Ne
Suite 100
Cedar Rapids, IA 52402

SEC#: 801-67427
Years in Business: 14 years

WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

Website

(319) 364-3041

221 Third Avenue Se Suite 215

Cedar Rapids, IA 52401

SEC#: 801-68763
Years in Business: 13 years

AEGON ASSET MANAGEMENT US

Website

(319) 355-3598

6300 C Street Sw

Cedar Rapids, IA 52499

SEC#: 801-60667
Years in Business: 19 years

AEGON REAL ASSETS US

Website

(319) 355-3598

6300 C Street Sw

Cedar Rapids, IA 52499

SEC#: 801-110854
Years in Business: 3 years