Fiduciary advisors in Cedar Rapids, IA

11 registered advisers

In Cedar Rapids, 11 investment advisory firms hold SEC registration and meet fiduciary standards. Of those, 8 are fee-only practices that do not earn commissions from financial product sales.

AEGON ASSET MANAGEMENT US

Fee-OnlyAlso Compensated via Product Sales
Cedar Rapids, IowaCRD #114537
Typical Fee--
AUM$91.0B
Minimum--
Clients199

AEGON REAL ASSETS US

Clean RecordAlso Compensated via Insurance
Cedar Rapids, IowaCRD #286438
Typical Fee--
AUM$513M
Minimum--
Clients25

BASEPOINT WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cedar Rapids, IowaCRD #289538
Typical Fee--
AUM$884M
Minimum--
Clients3,715

BEACON CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Cedar Rapids, IowaCRD #286316
Typical Fee--
AUM$239M
Minimum--
Clients951

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Also Compensated via Brokerage
Cedar Rapids, IowaCRD #13609
Typical Fee--
AUM$798M
Minimum--
Clients3,408

BFC PLANNING, INC.

Fee-OnlyAlso Compensated via Product Sales
Cedar Rapids, IowaCRD #119682
Typical Fee--
AUM$2.0B
Minimum--
Clients8,756

BRIDGEWAY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cedar Rapids, IowaCRD #326547
Typical Fee--
AUM$165M
Minimum--
Clients396

CEDAR POINT CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cedar Rapids, IowaCRD #317532
Typical Fee--
AUM$201M
Minimum--
Clients1,128

NATIONS FINANCIAL GROUP, INC.

Clean RecordAlso Compensated via Brokerage
Cedar Rapids, IowaCRD #44181
Typical Fee--
AUM$3.9B
Minimum--
Clients9,822

STONEFIELD INVESTMENT ADVISORY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cedar Rapids, IowaCRD #113802
Typical Fee--
AUM$120M
Minimum--
Clients386

TRANSAMERICA RETIREMENT ADVISORS, LLC

Fee-Only, No Conflicts
Cedar Rapids, IowaCRD #107319
Typical Fee--
AUM$16.2B
Minimum--
Clients212,836
Fiduciary Advisors in Cedar Rapids, Iowa | FiduciaryListings