Top financial advisors in Cedar Falls, IA
We’ve curated a list of the best financial advisors in Cedar Falls, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$415,682,227
Number of advisors
4 advisors
| $415,682,227 | 4 advisors | |
| 2 |
Assets under management
$144,774,955
Number of advisors
2 advisors
| $144,774,955 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Cedar Falls, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cedar Falls. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Dynamic Financial Group
Dynamic Financial Group, LLC is an investment advisory firm based in Cedar Falls, Iowa, established in 2017. The firm specializes in providing asset management and financial planning services for individuals, high net worth individuals, trusts, estates, charitable organizations, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. Dynamic Financial Group offers Comprehensive Portfolio Management services, including asset management, financial planning, and consulting. The firm's investment strategies include alternative investments, asset allocation, individual stocks, long-term purchases, and fixed income securities. Clients' accounts are managed on a discretionary basis, with annual reviews conducted to ensure alignment with investment objectives. The firm charges a maximum annual fee of 2.00% for its services, billed quarterly in advance based on account values. Dynamic Financial Group does not offer performance-based fees, and clients have the option to place reasonable restrictions on their investments. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure due to specific criteria not being applicable. For further details, clients are encouraged to contact the firm directly.
$415,682,227 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Cedar Valley Wealth Advisors
Cedar Valley Wealth Advisors, established in 2001 as Heaton Adams Financial Services, LC, transitioned to The Heaton Hoppes Group, LLC in 2014, operating as Cedar Valley Wealth Advisors. Led by Managing Member Karla R. Hoppes, a CERTIFIED FINANCIAL PLANNER™ since 2017, the firm offers fiduciary Portfolio Management Services, Employee Benefit Plan Services, and Retirement Account Portfolio Management – IRA Fiduciary Advisors Services. The firm primarily recommends Dimensional Fund Advisors (DFA) mutual funds, emphasizing passive asset class investment with low turnover. Clients have discretion over their investments, with no minimum asset requirement. Fees are percentage-based, with Portfolio Management clients billed quarterly based on advised assets. Retirement Account Portfolio Management clients are billed annually. The firm does not participate in wrap fee programs and has no disciplinary history. Cedar Valley Wealth Advisors prioritizes conflict management, ethical conduct, and client interests, providing detailed financial planning and investment strategies. The firm's financial stability ensures the ability to meet client commitments. Clients receive regular account reviews and transparent reporting, ensuring accountability and client satisfaction.
$144,774,955 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
INITIAL ADMINISTRATIVE FEE; CONTRIBUTION AND DISTRIBUTION FEE
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Cedar Falls, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cedar Falls. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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