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Find Retirement Advisors for Retirement Planning in Cedar Rapids, Iowa

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 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 registration checks. 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.

Finding the Best Retirement Planners in Cedar Rapids, Iowa

Last Updated - April 25, 2025

Cedar Rapids has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Cedar Rapids, Iowa have an average of 29 years of experience.

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List of Qualified Retirement Planning Advisors in Cedar Rapids, Iowa

advisor
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Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Roger Abel
AIF®
Premier Investments & Wealth Management

Qualifications
CRD# 4525922
Firm CRD# 6413
Series 6, 7, 24, 63, 65

Minimum Assets Required
$25,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets, Subscriptions

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advisor
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Craig Adamson
CLTC®, CRC®, CRPS®, RMA - Retirement Management Advisor
TrueWealth Stewardship

Qualifications
CRD# 2751115
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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Top 10 Retirement Planning firms in Cedar Rapids, Iowa (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

6300 C Street Sw,
Cedar Rapids, IA, 52499-5338
$88,549,358,554213258
A percentage of AUM, Fixed fees, Performance Based
2

6400 C Street Sw,
Cedar Rapids, IA, 52499
$16,157,423,229212836383
A percentage of AUM, Fixed fees
3

3925 Fountains Blvd Ne, Suite 200
Cedar Rapids, IA, 52411
$3,398,671,718985783
A percentage of AUM, Fixed fees
4

6300 C Street Sw,
Cedar Rapids, IA, 52499-5338
$1,898,014,17633170
A percentage of AUM, Fixed fees, Performance Based, Other (REFER TO SCHEDULE D MISC)
5

4201 42nd Street Ne, Suite 100
Cedar Rapids, IA, 52402
$1,839,208,0778749200
A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEE)
6

4144 Golf Street Ne,
Cedar Rapids, IA, 52402
$776,175,833388123
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
7

4201 42nd Street Ne, Suite 100
Cedar Rapids, IA, 52402
$742,220,3943481100
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
8

375 Collins Road Ne,, Suite 120
Cedar Rapids, IA, 52402
$176,237,6519515
A percentage of AUM, Other (REFERRAL FEES)
9

329 12th Ave Se, Suite 106
Cedar Rapids, IA, 52401
$174,907,85611155
A percentage of AUM, Hourly charges, Fixed fees
10

1909 51st Street Ne,
Cedar Rapids, IA, 52402
$151,481,9453822
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Cedar Rapids, Iowa

QualificationsFirm CRD# 114537

Assets Under Management $88,549,358,554

No. Of Clients213

Clients Per Financial Advisor1

AEGON ASSET MANAGEMENT US is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $89B assets under management, the firm specializes in crafting personalized retirement planning solutions for 213 clients. The team consists of 258 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (CREDIT RESEARCH)
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QualificationsFirm CRD# 107319

Assets Under Management $16,157,423,229

No. Of Clients212836

Clients Per Financial Advisor556

TRANSAMERICA RETIREMENT ADVISORS, LLC is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 212836 clients. The team consists of 383 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops
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QualificationsFirm CRD# 44181

Assets Under Management $3,398,671,718

No. Of Clients9857

Clients Per Financial Advisor119

NATIONS FINANCIAL GROUP, INC. is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9857 clients. The team consists of 83 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 286438

Assets Under Management $1,898,014,176

No. Of Clients33

Clients Per Financial Advisor0

AEGON REAL ASSETS US is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 170 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (REFER TO SCHEDULE D MISC)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 119682

Assets Under Management $1,839,208,077

No. Of Clients8749

Clients Per Financial Advisor44

BFC PLANNING, INC. is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8749 clients. The team consists of 200 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (SOLICITOR FEE)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 289538

Assets Under Management $776,175,833

No. Of Clients3881

Clients Per Financial Advisor169

BASEPOINT WEALTH, LLC is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $776M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3881 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (TAX & ACCOUNTING)
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QualificationsFirm CRD# 13609

Assets Under Management $742,220,394

No. Of Clients3481

Clients Per Financial Advisor35

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $742M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3481 clients. The team consists of 100 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 286316

Assets Under Management $176,237,651

No. Of Clients951

Clients Per Financial Advisor190

BEACON CAPITAL, LLC is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $176M assets under management, the firm specializes in crafting personalized retirement planning solutions for 951 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (REFERRAL FEES)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 317532

Assets Under Management $174,907,856

No. Of Clients1115

Clients Per Financial Advisor223

CEDAR POINT CAPITAL PARTNERS, LLC is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1115 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (PORTFOLIO MONITORING)
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QualificationsFirm CRD# 326547

Assets Under Management $151,481,945

No. Of Clients382

Clients Per Financial Advisor191

BRIDGEWAY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 382 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
View Full Profile

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