Fee-only financial advisors in Iowa

68 fee-only investment advisers in Iowa serve individuals, across 26 cities. 54 offer hourly or flat-fee arrangements and 41 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.

Cities with three or more fee-only advisers

• West Des Moines 10
• Des Moines 7
• Cedar Rapids 6
• Clive 5
• Coralville 4
• Davenport 4
• Urbandale 4
• Johnston 3
• Cedar Falls 3

Fee-only advisers in Iowa serving the most individuals

• Stackstone Wealth, LLC Dubuque · 7,938 individual clients
• Foster Group, Inc. Urbandale · 1,956 individual clients
• Steele Capital Management, Inc. Dubuque · 1,521 individual clients
• Basepoint Wealth, LLC Cedar Rapids · 1,242 individual clients
• Five Talents Financial Management Group LLC West Des Moines · 1,039 individual clients
• Dynamic Financial Group Cedar Falls · 862 individual clients
• Weis Advisory Clive · 716 individual clients
• Quad-Cities Investment Group, LLC Davenport · 593 individual clients
• Wealthspan Partners, LLC Davenport · 526 individual clients
• Syverson Strege West Des Moines · 523 individual clients

Other Iowa cities

How to choose between them

1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.