Find a Financial Advisor in Waverly, IA

 

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

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We Only Work With The Best Waverly 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 Waverly, IA


  • Financial Advisor Close to Waverly, 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 Waverly, 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 Waverly, IA

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

  • Population: 10,094
  • % of Population 62 Years and Over: 22.4%
  • Average Home Value: $179,600
  • Average Monthly Housing Cost: $868
  • Average Household Income: $76,306
  • 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 Waverly, IA

 

RERC, LLC

Website

(319) 352-1500

1810 4th St. Sw
Suite 105
Waverly, IA 50677

SEC#: 801-36840
Years in Business: 31 years

CUNA BROKERAGE SERVICES, INC.

Website

(319) 352-4090

2000 Heritage Way

Waverly, IA 50677

SEC#: 801-60099
Years in Business: 20 years

ACCEL WEALTH MANAGEMENT LLC

Website

(319) 596-1101

301 Oak Ridge Circle

Waverly, IA 50677

SEC#: 801-108814
Years in Business: 4 years

FSB PREMIER WEALTH MANAGEMENT, INC.

Website

(319) 235-6561

2101 4th Street Sw

Waverly, IA 50677

SEC#: 801-111084
Years in Business: 4 years

FSB PREMIER WEALTH MANAGEMENT, INC.

Website

(319) 235-6561

2101 4th Street Sw

Waverly, IA 50677

SEC#: 801-111084
Years in Business: 4 years

 


Waverly, IA Financial Advisor FAQs

It's important to take your time and do your research when choosing a financial advisor. You want someone who is trustworthy and enjoyable to work with, never pushy. Additionally, you might want to vet them for any potential criminal history or any scandals they may have been involved in previously.
The best financial advisor is one that charges by the hour and has no hidden fees or commissions for investment products. A good rule of thumb is to expect to pay a commission of 1-2% per year on mutual funds and ETFs.
Financial advisors can help by providing information and guidance on what to do with your finances. They focus on investment topics that will suit your needs and offer strategies and solutions you can implement.
Are you a fiduciary? Fiduciaries are required to place their customers’ best interests ahead of their own. Registered Investment Advisors and their representatives are required by law to adhere to a fiduciary standard.