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Find Retirement Advisors for Retirement Planning in Cedar Rapids, Iowa

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 - March 19, 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

VERIFIED

Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

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

Find An Advisor

VERIFIED

Roger Abel
AIF^®
Premier Investments & Wealth Management

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

Minimum Assets Required
$25,000

Address

3600 1st Ave NE,
Ste 100,
Cedar Rapids, IA 52402 See Details

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

Find An Advisor

VERIFIED

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

Address

888 10th Street,
Suite 101,
Marion, IA 52302 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	6300 C Street Sw, Cedar Rapids, IA, 52499-5338	$87,349,594,698	210	289	A Percentage of AUM, Fixed Fees, Performance Based
2	3925 Fountains Blvd Ne, Suite 200 Cedar Rapids, IA, 52411	$3,011,458,350	9788	85	A Percentage of AUM, Fixed Fees
3	6300 C Street Sw, Cedar Rapids, IA, 52499-5338	$1,925,716,973	33	161	A Percentage of AUM, Fixed Fees, Performance Based, Other (REFER TO SCHEDULE D MISC)
4	4201 42nd Street Ne, Suite 100 Cedar Rapids, IA, 52402	$1,477,309,181	8990	200	A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEE)
5	411 6th Ave Se, Suite 360 Cedar Rapids, IA, 52401	$926,236,729	1140	42	A Percentage of AUM, Fixed Fees
6	4144 Golf Street Ne, Cedar Rapids, IA, 52402	$561,995,989	3151	20	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
7	4201 42nd Street Ne, Suite 100 Cedar Rapids, IA, 52402	$395,938,893	2247	100	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
8	375 Collins Road Ne,, Suite 120 Cedar Rapids, IA, 52402	$142,343,831	882	4	A Percentage of AUM, Other (REFERRAL FEES)
9	329 12th Ave Se, Suite 106 Cedar Rapids, IA, 52401	$140,418,334	1010	3	A Percentage of AUM, Hourly charges, Fixed Fees
10	1909 51st Street Ne, Cedar Rapids, IA, 52402	$136,046,349	348	2	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Cedar Rapids, Iowa

AEGON ASSET MANAGEMENT US

Find an Advisor

QualificationsFirm CRD# 114537

Assets Under Management $87,349,594,698

No. Of Clients210

Clients Per Financial Advisor1

AEGON ASSET MANAGEMENT US is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $87B assets under management, the firm specializes in crafting personalized retirement planning solutions for 210 clients. The team consists of 289 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
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

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NATIONS FINANCIAL GROUP, INC.

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QualificationsFirm CRD# 44181

Assets Under Management $3,011,458,350

No. Of Clients9788

Clients Per Financial Advisor115

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 9788 clients. The team consists of 85 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
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

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AEGON REAL ASSETS US

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QualificationsFirm CRD# 286438

Assets Under Management $1,925,716,973

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 161 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
Portfolio Management for Business
Selection of Other Advisors

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BFC PLANNING, INC.

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QualificationsFirm CRD# 119682

Assets Under Management $1,477,309,181

No. Of Clients8990

Clients Per Financial Advisor45

BFC PLANNING, INC. is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8990 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
Portfolio Management for Individuals
Selection of Other Advisors

View Full Profile

PRIVATE WEALTH ASSET MANAGEMENT

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QualificationsFirm CRD# 315819

Assets Under Management $926,236,729

No. Of Clients1140

Clients Per Financial Advisor27

PRIVATE WEALTH ASSET MANAGEMENT is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $926M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1140 clients. The team consists of 42 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
Portfolio Management for Individuals
Selection of Other Advisors

View Full Profile

BASEPOINT WEALTH, LLC

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QualificationsFirm CRD# 289538

Assets Under Management $561,995,989

No. Of Clients3151

Clients Per Financial Advisor158

BASEPOINT WEALTH, LLC is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $562M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3151 clients. The team consists of 20 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
Portfolio Management for Individuals
Pension Consulting Services

View Full Profile

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

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QualificationsFirm CRD# 13609

Assets Under Management $395,938,893

No. Of Clients2247

Clients Per Financial Advisor22

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $396M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2247 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
Portfolio Management for Individuals
Selection of Other Advisors

View Full Profile

BEACON CAPITAL, LLC

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QualificationsFirm CRD# 286316

Assets Under Management $142,343,831

No. Of Clients882

Clients Per Financial Advisor221

BEACON CAPITAL, LLC is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 882 clients. The team consists of 4 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
Pension Consulting Services
Selection of Other Advisors

View Full Profile

CEDAR POINT CAPITAL PARTNERS, LLC

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QualificationsFirm CRD# 317532

Assets Under Management $140,418,334

No. Of Clients1010

Clients Per Financial Advisor337

CEDAR POINT CAPITAL PARTNERS, LLC is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1010 clients. The team consists of 3 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
Portfolio Management for Individuals
Pension Consulting Services

View Full Profile

BRIDGEWAY WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 326547

Assets Under Management $136,046,349

No. Of Clients348

Clients Per Financial Advisor174

BRIDGEWAY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 348 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
Portfolio Management for Individuals
Portfolio Management for Business

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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