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 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.
Fairfield has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Fairfield, Iowa have an average of 35 years of experience.
Savant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1776 Pleasant Plain Rd., Fairfield, IA, 52556-8757 | $87,368,733,496 | 448526 | 3312 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS) |
2 | 1776 Pleasant Plain Rd, Fairfield, IA, 52556 | $0 | 0 | 7 | A percentage of AUM, Hourly charges, Fixed fees, Other (ADVISORY FEES FROM THIRD PARTY MANAGERS) |
QualificationsFirm CRD# 134139
Assets Under Management $87,368,733,496
No. Of Clients448526
Clients Per Financial Advisor135
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is a financial advisory firm situated in Fairfield, Iowa. With a nearly $87B assets under management, the firm specializes in crafting personalized retirement planning solutions for 448526 clients. The team consists of 3312 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 325485
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
BRIDGEPORT FINANCIAL SOLUTIONS is a financial advisory firm situated in Fairfield, Iowa. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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