Advice only financial planners in Iowa
Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.
5 firms in Iowa that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250-$300/hr | 5 firms |
| Flat or project fee | $4,200 | $3,375-$7,900 | 3 firms |
Advice only financial planners in Iowa and their published fees
5 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Ashland Advisors PLLCVan Meter | $250/hr | Not published | Not published |
| Carrie Houchins-Witt Tax and Financial Services LLCCoralville | $300/hr | Not published | Not published |
| Custom Fit FinancialCedar Rapids | $250-$350/hr | $3,600-$4,800 | $250-$400/mo |
| Ignite FinancialCedar Falls | $250-$400/hr | $1,800-$14,000 | $1,800-$20,000/yr |
| Navigate Financial Planning LLCCedar Falls | $225/hr | $3,375 | $195/mo |
No firms match these filters.
Also filed as advice only financial planners, without a published price (5)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- DRG Financial, LLC, Clear Lake
- Heartland Financial Services, LTD., Cedar Falls
- Highland Wealth Management, Cedar Falls
- The Planners Professional Services, Inc., West Des Moines
- Truewealth Stewardship, LLC, Marion