Cedar Point Capital Partners, LLC fees and pricing
Financial planner in Cedar Rapids, Iowa. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 2, 2026, Cedar Point Capital Partners, LLC charges $500 an hour, a flat or project fee of $10,000, and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The maximum hourly fee to be charged will not exceed $500.”
- Flat or project fee
- $10,000
“Flat fees will not exceed $10,000.”
- Annual fee
- $10,000/yr
“Subscription fees will not exceed $10,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cedar Point Capital Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash unless indicated otherwise in writing.”
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Fees are not negotiable and will be deducted from client account(s).”
How Cedar Point Capital Partners, LLC’s fees compare
- Its hourly rate of $500 is above the Iowa median of $250. 96% of the 47 other Iowa planners that publish an hourly rate charge less.
- 6 of the 6 other planners in Cedar Rapids that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the Iowa median of $3,850. 79% of the 43 other Iowa planners that publish a flat or project fee charge less.
- 3 of the 4 other planners in Cedar Rapids that publish a flat or project fee charge less.
- Its annual fee of $10,000 is above the Iowa median of $5,000. 75% of the 8 other Iowa planners that publish an annual fee charge less.
About Cedar Point Capital Partners, LLC
- Firm size: 7 employees.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.95% a year
- Clients
- 294
- Employees
- 7
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $248,116,441
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317532
- Phone
- (800) 501-6403
Other planners in Cedar Rapids that publish fees
- Basepoint Wealth, LLCCedar Rapids$100-$400/hr
- Busbee Wealth Advisors LLCCedar Rapids$275/hr
- Custom Fit FinancialCedar Rapids$250-$350/hr, $3,600-$4,800
- Grit Family Office, LLCCedar Rapids$250/hr, $25,000-$200,000
- Lunea Wealth ManagementCedar Rapids$300/hr, $4,000-$8,000
- Stonefield Investment Advisory, Inc.Cedar Rapids$150-$300/hr, $1,200-$3,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.