Find a Financial Advisor in Spencer, IA


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

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We Only Work With The Best Spencer 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


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


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 Spencer, IA

  • Financial Advisor Close to Spencer, 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 Spencer, IA

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Spencer, IA

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

  • Population: 11,052
  • % of Population 62 Years and Over: 27.4%
  • Average Home Value: $135,200
  • Average Monthly Housing Cost: $742
  • Average Household Income: $61,108
  • 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 Spencer, IA




(877) 207-0994

1607 W. 18th Street

Spencer, IA 51301

SEC#: 801-72545
Years in Business: 10 years



(712) 580-4100

705 Grand Ave.

Spencer, IA 51301

SEC#: 801-72545
Years in Business: 10 years


Spencer, IA Financial Advisor FAQs

Financial advisors assist their clients in preserving wealth during the distribution phase of their lives-for example by planning for college expenses-or determining how best to minimize taxes after retirement age 65 begins.
The first step is to do your research. Learn the different types of advisors and what they offer, along with their pros and cons, so you'll know which one will be best for you.
If you have enough time to dedicate to understanding the terms of various investments, you probably don't need one. If you want someone with an excellent knowledge base who can make investing decisions on your behalf--but avoid making any investment decision pertaining legally to financial matters without the counsel of an attorney--then yes.
The best way is to sign up for some newsletters regarding finance and investment guides may also be able to provide more information on potential advisors near you that you might then research further.