Cedar Valley Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“Along with our advisory fee described above, we may also charge a one-time administrative fee not to exceed $1,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Cedar Valley Wealth Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If we only provide Portfolio Management Services for a part of the previous quarter, the fees are prorated for the specific number of days the services were provided.”
• “If we only provide Employee Benefit Plan Services for a part of the previous quarter, the fees are prorated for only the months in which the services were provided.”
• “If we only provide Retirement Account Portfolio Management - IRA Fiduciary Advisors services for a part of the previous year, the investment management fees (but not the minimum) are prorated for the specific number of days the services were provided.”

How Cedar Valley Wealth Advisors’ fees compare

• Its flat or project fee of $1,000 is below the Iowa median of $3,850. 14% of the 43 other Iowa planners that publish a flat or project fee charge less.
• None of the 2 other planners in Cedar Falls that publish a flat or project fee charge less.

About Cedar Valley Wealth Advisors

• Firm size: 3 employees.
• Founded: 2001 (25 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Minimum

$1,500 minimum fee (stated in brochure)

Clients

92

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$172,545,165

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

115511

Website

cedarvalleywealth.com (opens in new tab)

Phone

(319) 266-6507

Other planners in Cedar Falls that publish fees

• Benchmark FinancialCedar Falls$200⁠-⁠$400/hr
• Fencl Advisory Services, LLCCedar Falls$4,000/yr
• Ignite FinancialCedar Falls$250⁠-⁠$400/hr, $1,800⁠-⁠$14,000
• Navigate Financial Planning LLCCedar Falls$225/hr, $3,375

Compare all 7 planners in Cedar Falls