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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 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.
Finding the Best Retirement Planners in Cedar Rapids, Iowa
Last Updated - April 12, 2024Cedar Rapids has 5 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 28 years of experience.
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List of Qualified Retirement Planning Advisors in Cedar Rapids, Iowa
VERIFIEDSavant 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
VERIFIEDRoger Abel
AIF®
Premier Investments of Iowa, Inc.
Qualifications
CRD# 4525922
Firm CRD# 6413
Series 6, 7, 24, 63, 65
Minimum Assets Required
$50,000
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
VERIFIEDCraig Adamson
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL 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 | AEGON ASSET MANAGEMENT US 6300 C Street Sw, Cedar Rapids, IA, 52499-5338 | $87,349,594,698 | 210 | 289 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | NATIONS FINANCIAL GROUP, INC. 3925 Fountains Blvd Ne, Suite 200 Cedar Rapids, IA, 52411 | $3,011,458,350 | 9788 | 85 | A Percentage of AUM, Fixed Fees |
| 3 | AEGON REAL ASSETS US 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 | BFC PLANNING, INC. 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 | PRIVATE WEALTH ASSET MANAGEMENT 411 6th Ave Se, Suite 360 Cedar Rapids, IA, 52401 | $926,236,729 | 1140 | 42 | A Percentage of AUM, Fixed Fees |
| 6 | BASEPOINT WEALTH, LLC 4144 Golf Street Ne, Cedar Rapids, IA, 52402 | $561,995,989 | 3151 | 20 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 7 | BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. 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 | BEACON CAPITAL, LLC 375 Collins Road Ne,, Suite 120 Cedar Rapids, IA, 52402 | $142,343,831 | 882 | 4 | A Percentage of AUM, Other (REFERRAL FEES) |
| 9 | CEDAR POINT CAPITAL PARTNERS, LLC 329 12th Ave Se, Suite 106 Cedar Rapids, IA, 52401 | $140,418,334 | 1010 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | BRIDGEWAY WEALTH MANAGEMENT, LLC 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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.