Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | DYNAMIC FINANCIAL GROUP 4615 Chadwick Rd, Suite 1 Cedar Falls, IA, 50613 | $358,572,628 | 2605 | 6 | A Percentage of AUM |
2 | CEDAR VALLEY WEALTH ADVISORS 411 Viking Road, Suite A Cedar Falls, IA, 50613 | $144,774,955 | 311 | 2 | A Percentage of AUM, Hourly charges, Other (INITIAL ADMINISTRATIVE FEE; CONTRIBUTION AND DISTRIBUTION FEE) |
QualificationsFirm CRD# 288763
Assets Under Management $358,572,628
No. Of Clients2605
Clients Per Financial Advisor434
DYNAMIC FINANCIAL GROUP is a financial advisory firm situated in Cedar Falls, Iowa. With a nearly $359M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2605 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 115511
Assets Under Management $144,774,955
No. Of Clients311
Clients Per Financial Advisor156
CEDAR VALLEY WEALTH ADVISORS is a financial advisory firm situated in Cedar Falls, Iowa. With a nearly $145M assets under management, the firm specializes in crafting personalized retirement planning solutions for 311 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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