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Find Retirement Advisors for Retirement Planning in Davenport, 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 Davenport, Iowa

Last Updated - March 19, 2025

Davenport has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Davenport, Iowa have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Davenport, Iowa

VERIFIED

Rian Waterman
JD, CEPA^®, CFA^®
Farther Finance, LLC

Qualifications
CRD# 5121837
Firm CRD# 302050
Series 65

Minimum Assets Required
$1,000,000

Address

4009 Thomas Pointe Rd,
Davenport, IA 52807 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, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

2225 Mormom Trek Boulevard,
Suite 200,
Iowa City, IA 52246 See Details

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

Top 6 Retirement Planning firms in Davenport, Iowa (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	5117 Jersey Ridge Road, Suite 1, Davenport, IA, 52807	$2,104,639,015	487	2	A Percentage of AUM, Fixed Fees
2	5187 Utica Ridge Rd, Davenport, IA, 52807	$1,415,697,036	8303	325	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (REVENUE SHARING)
3	2322 E. Kimberly Road,, Suite 150n Davenport, IA, 52807	$340,000,000	907	2	A Percentage of AUM, Other (% OF PLAN ASSETS)
4	5177 Utica Ridge Road, Davenport, IA, 52807	$293,031,167	1315	8	A Percentage of AUM
5	5025 Utica Ridge Rd, Suite 101 Davenport, IA, 52807	$224,532,347	1111	3	A Percentage of AUM, Hourly charges, Fixed Fees
6	3541 E Kimberly Rd, Davenport, IA, 52807	$19,811,000	1	1	A Percentage of AUM, Other (AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES)

Information on Top Retirement Planning firms in Davenport, Iowa

INVESTMENT CONSULTING GROUP INC

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QualificationsFirm CRD# 106967

Assets Under Management $2,104,639,015

No. Of Clients487

Clients Per Financial Advisor244

INVESTMENT CONSULTING GROUP INC is a financial advisory firm situated in Davenport, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 487 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
Fixed Fees

Financial Planning Services

Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

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AUSDAL FINANCIAL PARTNERS, INC.

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QualificationsFirm CRD# 7995

Assets Under Management $1,415,697,036

No. Of Clients8303

Clients Per Financial Advisor26

AUSDAL FINANCIAL PARTNERS, INC. is a financial advisory firm situated in Davenport, Iowa. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8303 clients. The team consists of 325 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
Other (REVENUE SHARING)

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

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MATHESON & ROCK WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 289603

Assets Under Management $340,000,000

No. Of Clients907

Clients Per Financial Advisor454

MATHESON & ROCK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $340M assets under management, the firm specializes in crafting personalized retirement planning solutions for 907 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
Other (% OF PLAN ASSETS)

Financial Planning Services

Portfolio Management for Individuals
Pension Consulting Services

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QUAD-CITIES INVESTMENT GROUP, LLC

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QualificationsFirm CRD# 154113

Assets Under Management $293,031,167

No. Of Clients1315

Clients Per Financial Advisor164

QUAD-CITIES INVESTMENT GROUP, LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $293M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1315 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

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WEALTHSPAN PARTNERS, LLC

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QualificationsFirm CRD# 297712

Assets Under Management $224,532,347

No. Of Clients1111

Clients Per Financial Advisor370

WEALTHSPAN PARTNERS, LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $225M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1111 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

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AOT INVEST LLC

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QualificationsFirm CRD# 319016

Assets Under Management $19,811,000

No. Of Clients1

Clients Per Financial Advisor1

AOT INVEST LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $20M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Other (AS SPONSOR
WILL SHARE IN ETF PROFITS AFTER EXPENSES)

Financial Planning Services

Portfolio Management for Investment

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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