Cedar Valley Wealth Advisors

Wealth Management Firm in Waverly, IA

Firm Info
Address: 411 Viking Rd suite a, Cedar Falls, IA 50613, USA
Phone: (319) 266-6507

Firm Size
Assets Under Management: $178.8 million
# of Advisors: 2
# of Clients: 331
Client to Advisor Ratio: 166:1
Average Account Size: $540,088
# of Offices: 3

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Other

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Cedar Valley Wealth Advisors Overview

CEDAR VALLEY WEALTH ADVISORS is a registered investment advisory firm based in Cedar Falls, IA. As a firm that specializes in investment advice only, they prioritize providing their clients with a comprehensive range of fee-based investment services. Serving individuals and small businesses, Cedar Valley Wealth Advisors offers personalized financial planning services to help their clients meet their financial goals. The firm has been in business since 2018, and in this short time, they have built a reputation for excellence and reliability. They have a team of experienced investment advisors who are dedicated to helping their clients navigate the complex financial landscape. Their portfolio management services are designed to help clients maximize their investment returns while minimizing their risk exposure. Cedar Valley Wealth Advisors also specializes in pension consulting services, which provides their clients with a host of retirement planning solutions. Whether you are an individual or a small business owner, you can trust that Cedar Valley Wealth Advisors will help you make informed decisions about your financial future. With their fee-only fee arrangement, you can be sure that they have your best interests at heart – they never receive commissions for recommending investment products.

CEDAR VALLEY WEALTH ADVISORS serves a diverse range of clients, catering to individuals, high net worth individuals, pension or profit sharing plans, and various corporation types not listed. The firm's clients are typically seeking professional, personalized financial advice to help them achieve their unique goals and objectives. The advisors at CEDAR VALLEY WEALTH ADVISORS work closely with each client to assess their financial needs and design customized strategies, taking into account various factors like risk tolerance, investment time horizon, and tax implications. CEDAR VALLEY WEALTH ADVISORS offers its clients a variety of fee structures depending on the service provided. The firm's advisors charge a percentage of assets under management (AUM) for investment management services. This fee structure incentivizes advisors to grow their clients' portfolios since their compensation is tied to the portfolio size. There's also an hourly fee structure that's more common for financial planning or consulting services. This fee structure is flat and typically charged for each consultation or session. Additionally, CEDAR VALLEY WEALTH ADVISORS offers other types of fees depending on the specific services provided, such as fixed or retainer fees. These fees may be better suited for clients who need ongoing support or specialized services. Overall, CEDAR VALLEY WEALTH ADVISORS aims to provide transparent and flexible fee structures to its clients to ensure they receive value from the services they receive.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure note for Cedar Valley Wealth Advisors states that there is no minimum account size required for their services. However, there is a minimum quarterly fee requirement of $1,500 for Portfolio Management Services and a minimum annual fee requirement of $100 for Retirement Account Portfolio Management - IRA Fiduciary Advisors services, as mentioned in Item 5: Fees and Compensation. Therefore, clients are not required to meet a specific investment minimum, but they must be willing to pay the minimum fee requirements for the services they receive.

How This Office Can Help Waverly, IA Residents

Cedar Valley Wealth Advisors is an advisory firm that serves clients in Waverly, IA, in their diverse financial planning needs. Financial situations that someone living in Waverly, IA might be facing are varied and complex. However, Cedar Valley Wealth Advisors is capable of addressing them all, considering their wealth of experience, professionalism, and personal touch. The main services offered by Cedar Valley Wealth Advisors include retirement planning, investment management, estate planning, tax planning, educational planning, and risk management. Waverly residents are usually seeking assistance in either or more of these areas. For instance, some clients may be concerned about having a sound investment plan that guarantees their financial security in the future. Others may require help in creating a retirement plan that will enable them to live comfortably without financial constraints. Others may need assistance in planning for their children's education, including college, or in setting up appropriate risk management plans. Whatever financial situation someone might be facing in Waverly, IA, Cedar Valley Wealth Advisors is dedicated to providing the right solutions with precise professionalism and expertise.

To view the Minimum Investment and Fee Schedule for Cedar Valley Wealth Advisors, visit their Part 2 Brochure.

Services Offered by Cedar Valley Wealth Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Cedar Valley Wealth Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 411 Viking Rd suite a, Cedar Falls, IA 50613, USA
Phone (319) 266-6507
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Google My Business Reviews:

Other Office Locations

Displaying 2 office locations:

State Registrations

Cedar Valley Wealth Advisors is registered to service clients in the following states:

  • Iowa

Disciplinary History

Cedar Valley Wealth Advisors does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023


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