{
  "path": "/advisors/ia/flat-fee",
  "url": "https://advisorcensus.com/advisors/ia/flat-fee",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Iowa",
  "filters": {},
  "scope_total": 116,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Iowa?",
      "a": "AdvisorCensus lists 188 investment advisory firms with a principal office in Iowa, from Form ADV filings as of October 2026: 92 SEC-registered, 85 state-registered, and 11 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Iowa?",
      "a": "55 of the 188 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Iowa offer financial planning?",
      "a": "138 of the 177 firms in Iowa that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Iowa fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 55 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 116 investment advisory firms with a principal office in Iowa that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in Iowa: 116 firms from Form ADV filings as of October 2026.",
  "total_firms": 116,
  "page": 1,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 64,
    "state": 52,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 38
    },
    {
      "code": "percentage_of_aum",
      "count": 104
    },
    {
      "code": "hourly",
      "count": 80
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 116
    },
    {
      "code": "commissions",
      "count": 6
    },
    {
      "code": "performance_based",
      "count": 7
    },
    {
      "code": "other",
      "count": 25
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 37
    },
    {
      "code": "5_to_9",
      "count": 43
    },
    {
      "code": "10_to_19",
      "count": 17
    },
    {
      "code": "20_plus",
      "count": 19
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 19
    },
    {
      "code": "25m_100m",
      "count": 18
    },
    {
      "code": "100m_500m",
      "count": 37
    },
    {
      "code": "500m_1b",
      "count": 8
    },
    {
      "code": "1b_5b",
      "count": 10
    },
    {
      "code": "over_5b",
      "count": 8
    },
    {
      "code": "not_reported",
      "count": 16
    }
  ],
  "firms": [
    {
      "crd_number": 291481,
      "name": "Acadia Legacy Group",
      "name_as_filed": "ACADIA LEGACY GROUP",
      "url": "https://advisorcensus.com/firm/acadia-legacy-group-clive-ia-291481",
      "city": "Clive",
      "state": "IA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286201,
      "name": "Accel Wealth Management",
      "name_as_filed": "ACCEL WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/accel-wealth-management-waverly-ia-286201",
      "city": "Waverly",
      "state": "IA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306794,
      "name": "Actis Wealth Management",
      "name_as_filed": "ACTIS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/actis-wealth-management-waukee-ia-306794",
      "city": "Waukee",
      "state": "IA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301990,
      "name": "Aegis Wealth Management, Inc.",
      "name_as_filed": "AEGIS WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/aegis-wealth-management-inc-guthrie-center-ia-301990",
      "city": "Guthrie Center",
      "state": "IA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114537,
      "name": "Aegon Asset Management US",
      "name_as_filed": "AEGON ASSET MANAGEMENT US",
      "url": "https://advisorcensus.com/firm/aegon-asset-management-us-cedar-rapids-ia-114537",
      "city": "Cedar Rapids",
      "state": "IA",
      "years_registered": 24,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286438,
      "name": "Aegon Real Assets US",
      "name_as_filed": "AEGON REAL ASSETS US",
      "url": "https://advisorcensus.com/firm/aegon-real-assets-us-cedar-rapids-ia-286438",
      "city": "Cedar Rapids",
      "state": "IA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327309,
      "name": "Alba Financial LLC",
      "name_as_filed": "ALBA FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/alba-financial-llc-council-bluffs-ia-327309",
      "city": "Council Bluffs",
      "state": "IA",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329366,
      "name": "Altitude Capital Management LLC",
      "name_as_filed": "ALTITUDE CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/altitude-capital-management-llc-des-moines-ia-329366",
      "city": "Des Moines",
      "state": "IA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288301,
      "name": "AO Wealth Advisory",
      "name_as_filed": "AO WEALTH ADVISORY",
      "url": "https://advisorcensus.com/firm/ao-wealth-advisory-urbandale-ia-288301",
      "city": "Urbandale",
      "state": "IA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339077,
      "name": "Apexedge LLC",
      "name_as_filed": "APEXEDGE LLC",
      "url": "https://advisorcensus.com/firm/apexedge-llc-grimes-ia-339077",
      "city": "Grimes",
      "state": "IA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283698,
      "name": "Arnold and Mote Wealth Management",
      "name_as_filed": "ARNOLD AND MOTE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/arnold-and-mote-wealth-management-hiawatha-ia-283698",
      "city": "Hiawatha",
      "state": "IA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 7995,
      "name": "Ausdal Financial Partners, Inc.",
      "name_as_filed": "AUSDAL FINANCIAL PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/ausdal-financial-partners-inc-davenport-ia-7995",
      "city": "Davenport",
      "state": "IA",
      "years_registered": 18,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106237,
      "name": "Avantax Planning Partners, Inc.",
      "name_as_filed": "AVANTAX PLANNING PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/avantax-planning-partners-inc-dubuque-ia-106237",
      "city": "Dubuque",
      "state": "IA",
      "years_registered": 30,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304976,
      "name": "Balanced Investment Advisors, LLC",
      "name_as_filed": "BALANCED INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/balanced-investment-advisors-llc-cedar-rapids-ia-304976",
      "city": "Cedar Rapids,",
      "state": "IA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282369,
      "name": "Ballast Capital Advisors, LLC",
      "name_as_filed": "BALLAST CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/ballast-capital-advisors-llc-west-des-moines-ia-282369",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164318,
      "name": "Ballheim Financial LLC",
      "name_as_filed": "BALLHEIM FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/ballheim-financial-llc-164318",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289538,
      "name": "Basepoint Wealth, LLC",
      "name_as_filed": "BASEPOINT WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/basepoint-wealth-llc-cedar-rapids-ia-289538",
      "city": "Cedar Rapids",
      "state": "IA",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128225,
      "name": "Bellwether Financial Advisors",
      "name_as_filed": "BELLWETHER FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/bellwether-financial-advisors-128225",
      "city": null,
      "state": null,
      "years_registered": 23,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314535,
      "name": "Benchmark Financial",
      "name_as_filed": "BENCHMARK FINANCIAL",
      "url": "https://advisorcensus.com/firm/benchmark-financial-cedar-falls-ia-314535",
      "city": "Cedar Falls",
      "state": "IA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 13609,
      "name": "Berthel Fisher & Company Financial Services, Inc.",
      "name_as_filed": "BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/berthel-fisher-and-company-financial-services-inc-cedar-rapids-ia-13609",
      "city": "Cedar Rapids",
      "state": "IA",
      "years_registered": 23,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119682,
      "name": "BFC Planning, Inc.",
      "name_as_filed": "BFC PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/bfc-planning-inc-cedar-rapids-ia-119682",
      "city": "Cedar Rapids",
      "state": "IA",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310508,
      "name": "Black Mammoth LLC",
      "name_as_filed": "BLACK MAMMOTH LLC",
      "url": "https://advisorcensus.com/firm/black-mammoth-llc-ankeny-ia-310508",
      "city": "Ankeny",
      "state": "IA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338349,
      "name": "Blackoak Advisors LLC",
      "name_as_filed": "BLACKOAK ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/blackoak-advisors-llc-des-moines-ia-338349",
      "city": "Des Moines",
      "state": "IA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110953,
      "name": "Bradford Financial Center",
      "name_as_filed": "BRADFORD FINANCIAL CENTER",
      "url": "https://advisorcensus.com/firm/bradford-financial-center-clarion-ia-110953",
      "city": "Clarion",
      "state": "IA",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326547,
      "name": "Bridgeway Wealth Management, LLC",
      "name_as_filed": "BRIDGEWAY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bridgeway-wealth-management-llc-cedar-rapids-ia-326547",
      "city": "Cedar Rapids",
      "state": "IA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284338,
      "name": "BSC Capital Partners, LLC",
      "name_as_filed": "BSC CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/bsc-capital-partners-llc-west-des-moines-ia-284338",
      "city": "West des Moines",
      "state": "IA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127158,
      "name": "BTC Capital Management",
      "name_as_filed": "BTC CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/btc-capital-management-des-moines-ia-127158",
      "city": "Des Moines",
      "state": "IA",
      "years_registered": 23,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334304,
      "name": "Burke & Company Capital Growth",
      "name_as_filed": "BURKE & COMPANY CAPITAL GROWTH",
      "url": "https://advisorcensus.com/firm/burke-and-company-capital-growth-334304",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305784,
      "name": "Busbee Wealth Advisors LLC",
      "name_as_filed": "BUSBEE WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/busbee-wealth-advisors-llc-cedar-rapids-ia-305784",
      "city": "Cedar Rapids",
      "state": "IA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134139,
      "name": "Cambridge Investment Research Advisors, Inc.",
      "name_as_filed": "CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/cambridge-investment-research-advisors-inc-fairfield-ia-134139",
      "city": "Fairfield",
      "state": "IA",
      "years_registered": 21,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317532,
      "name": "Cedar Point Capital Partners, LLC",
      "name_as_filed": "CEDAR POINT CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/cedar-point-capital-partners-llc-cedar-rapids-ia-317532",
      "city": "Cedar Rapids",
      "state": "IA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115699,
      "name": "Clarity Asset Management, Inc.",
      "name_as_filed": "CLARITY ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/clarity-asset-management-inc-ames-ia-115699",
      "city": "Ames",
      "state": "IA",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312634,
      "name": "Compass Lighthouse Capital, LLC",
      "name_as_filed": "COMPASS LIGHTHOUSE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/compass-lighthouse-capital-llc-orange-city-ia-312634",
      "city": "Orange City",
      "state": "IA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332622,
      "name": "Custom FIT Financial",
      "name_as_filed": "CUSTOM FIT FINANCIAL",
      "url": "https://advisorcensus.com/firm/custom-fit-financial-cedar-rapids-ia-332622",
      "city": "Cedar Rapids",
      "state": "IA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326415,
      "name": "Custom Wealth Planners",
      "name_as_filed": "CUSTOM WEALTH PLANNERS",
      "url": "https://advisorcensus.com/firm/custom-wealth-planners-ankeny-ia-326415",
      "city": "Ankeny",
      "state": "IA",
      "years_registered": 3,
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    {
      "crd_number": 283112,
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    {
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    {
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      {
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  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}