# Flat-fee financial advisors in Iowa

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ia/flat-fee/page/3

## At a glance

- Investment advisory firms: 116
- Registration: SEC-registered investment adviser: 64, State-registered investment adviser: 52
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 38 (33%); Percentage of assets 104 (90%); Hourly charges 80 (69%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 116 (100%); Commissions 6 (5%); Performance-based fees 7 (6%); Other 25 (22%)
- Regulatory assets under management (Item 5.F): Under $25 million 19 (16%); $25 million to $100 million 18 (16%); $100 million to $500 million 37 (32%); $500 million to $1 billion 8 (7%); $1 billion to $5 billion 10 (9%); Over $5 billion 8 (7%); Not reported 16 (14%)
- Years registered: Under 5 years 37 (32%); 5 to 9 years 43 (37%); 10 to 19 years 17 (15%); 20 years or more 19 (16%)

## Firms (page 3 of 3, 101 to 116 of 116, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [The Planners Professional Services, Inc.](https://advisorcensus.com/firm/the-planners-professional-services-inc-west-des-moines-ia-108195) ([md](https://advisorcensus.com/firm/the-planners-professional-services-inc-west-des-moines-ia-108195.md)) | 108195 | West des Moines, IA | State-registered investment adviser | Not reported | 27 | Hourly, Fixed fee, Other |
| [Total Wealth](https://advisorcensus.com/firm/total-wealth-west-des-moines-ia-328549) ([md](https://advisorcensus.com/firm/total-wealth-west-des-moines-ia-328549.md)) | 328549 | West des Moines, IA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Transamerica Retirement Advisors, LLC](https://advisorcensus.com/firm/transamerica-retirement-advisors-llc-cedar-rapids-ia-107319) ([md](https://advisorcensus.com/firm/transamerica-retirement-advisors-llc-cedar-rapids-ia-107319.md)) | 107319 | Cedar Rapids, IA | SEC-registered investment adviser | Over $5 billion | 33 | % of assets, Fixed fee |
| [True Wealth Nation](https://advisorcensus.com/firm/true-wealth-nation-carroll-ia-157347) ([md](https://advisorcensus.com/firm/true-wealth-nation-carroll-ia-157347.md)) | 157347 | Carroll, IA | State-registered investment adviser | Not reported | 15 | % of assets, Hourly, Fixed fee, Other |
| [True Wealth, LLC](https://advisorcensus.com/firm/true-wealth-llc-carroll-ia-338682) ([md](https://advisorcensus.com/firm/true-wealth-llc-carroll-ia-338682.md)) | 338682 | Carroll, IA | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee, Other |
| [Truewealth Stewardship, LLC](https://advisorcensus.com/firm/truewealth-stewardship-llc-marion-ia-318019) ([md](https://advisorcensus.com/firm/truewealth-stewardship-llc-marion-ia-318019.md)) | 318019 | Marion, IA | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee |
| [Tryon Investments, LLC](https://advisorcensus.com/firm/tryon-investments-llc-north-liberty-ia-162292) ([md](https://advisorcensus.com/firm/tryon-investments-llc-north-liberty-ia-162292.md)) | 162292 | North Liberty, IA | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee, Other |
| [Uncommon Wealth Partners, LLC](https://advisorcensus.com/firm/uncommon-wealth-partners-llc-ankeny-ia-288676) ([md](https://advisorcensus.com/firm/uncommon-wealth-partners-llc-ankeny-ia-288676.md)) | 288676 | Ankeny, IA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee, Other |
| [Valiant Wealth, LLC](https://advisorcensus.com/firm/valiant-wealth-llc-west-des-moines-ia-146911) ([md](https://advisorcensus.com/firm/valiant-wealth-llc-west-des-moines-ia-146911.md)) | 146911 | West des Moines, IA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee, Performance fee |
| [Van Diest Capital](https://advisorcensus.com/firm/van-diest-capital-polk-city-ia-334743) ([md](https://advisorcensus.com/firm/van-diest-capital-polk-city-ia-334743.md)) | 334743 | Polk City, IA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Vestera Wealth LLC](https://advisorcensus.com/firm/vestera-wealth-llc-338108) ([md](https://advisorcensus.com/firm/vestera-wealth-llc-338108.md)) | 338108 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Wealth Advisors of Iowa, LLC](https://advisorcensus.com/firm/wealth-advisors-of-iowa-llc-west-des-moines-ia-115088) ([md](https://advisorcensus.com/firm/wealth-advisors-of-iowa-llc-west-des-moines-ia-115088.md)) | 115088 | West des Moines, IA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee, Commissions |
| [Wealthspan Partners, LLC](https://advisorcensus.com/firm/wealthspan-partners-llc-davenport-ia-297712) ([md](https://advisorcensus.com/firm/wealthspan-partners-llc-davenport-ia-297712.md)) | 297712 | Davenport, IA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Weis Advisory](https://advisorcensus.com/firm/weis-advisory-clive-ia-217517) ([md](https://advisorcensus.com/firm/weis-advisory-clive-ia-217517.md)) | 217517 | Clive, IA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Weitzel Financial Services, Inc.](https://advisorcensus.com/firm/weitzel-financial-services-inc-dubuque-ia-27346) ([md](https://advisorcensus.com/firm/weitzel-financial-services-inc-dubuque-ia-27346.md)) | 27346 | Dubuque, IA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Wilon Wealth Management](https://advisorcensus.com/firm/wilon-wealth-management-urbandale-ia-313185) ([md](https://advisorcensus.com/firm/wilon-wealth-management-urbandale-ia-313185.md)) | 313185 | Urbandale, IA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/ia/flat-fee/page/2.md

## Questions people ask

**How many financial advisory firms are there in Iowa?**
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.

**How many fee-only financial advisors are in Iowa?**
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.

**How many financial advisors in Iowa offer financial planning?**
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.

**Are the financial advisors in Iowa fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Iowa](https://advisorcensus.com/advisors/ia) (https://advisorcensus.com/advisors/ia.md)
- [Fee-only financial advisors in Iowa](https://advisorcensus.com/advisors/ia/fee-only) (https://advisorcensus.com/advisors/ia/fee-only.md)
- [Hourly financial advisors in Iowa](https://advisorcensus.com/advisors/ia/hourly) (https://advisorcensus.com/advisors/ia/hourly.md)
- [Flat-fee financial advisors in Des Moines, IA](https://advisorcensus.com/advisors/ia/des-moines/flat-fee) (https://advisorcensus.com/advisors/ia/des-moines/flat-fee.md)
- [Flat-fee financial advisors in Cedar Rapids, IA](https://advisorcensus.com/advisors/ia/cedar-rapids/flat-fee) (https://advisorcensus.com/advisors/ia/cedar-rapids/flat-fee.md)
- [Flat-fee financial advisors in Davenport, IA](https://advisorcensus.com/advisors/ia/davenport/flat-fee) (https://advisorcensus.com/advisors/ia/davenport/flat-fee.md)
- [Flat-fee financial advisors in Waterloo, IA](https://advisorcensus.com/advisors/ia/waterloo/flat-fee) (https://advisorcensus.com/advisors/ia/waterloo/flat-fee.md)
- [Flat-fee financial advisors in Dubuque, IA](https://advisorcensus.com/advisors/ia/dubuque/flat-fee) (https://advisorcensus.com/advisors/ia/dubuque/flat-fee.md)
- [Flat-fee financial advisors in Iowa City, IA](https://advisorcensus.com/advisors/ia/iowa-city/flat-fee) (https://advisorcensus.com/advisors/ia/iowa-city/flat-fee.md)
- [Flat-fee financial advisors in Ames, IA](https://advisorcensus.com/advisors/ia/ames/flat-fee) (https://advisorcensus.com/advisors/ia/ames/flat-fee.md)
- [Flat-fee financial advisors in Sioux City, IA](https://advisorcensus.com/advisors/ia/sioux-city/flat-fee) (https://advisorcensus.com/advisors/ia/sioux-city/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Iowa: 116 firms from Form ADV filings as of October 2026.