Top financial advisors in Hiawatha, IA
We’ve curated a list of the best financial advisors in Hiawatha, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$92,194,193
Number of advisors
5 advisors
| $92,194,193 | 5 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 Hiawatha, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hiawatha. 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.
Arnold And Mote Wealth Management
Arnold & Mote Wealth Management is a financial advisory firm located in Hiawatha, Iowa, founded in August 2018 with origins dating back to 2000. The firm offers personalized financial planning and investment management services to individuals, trusts, and small businesses. They act as a fiduciary, putting client interests first, and do not sell any products or accept commissions. The firm's services include financial planning, investment management, tax planning, retirement planning, and estate planning. They manage approximately $128 million in discretionary assets under management as of December 31, 2024. Clients can engage in Wealth Management or Financial Planning agreements, with fees ranging from $11,330 to $12,875 annually for Wealth Management and $3,600 to $10,000 annually for Financial Planning. Fees are billed quarterly or monthly in arrears and may be negotiable based on client needs. The firm primarily uses passively-managed index funds and ETFs for strategic asset allocation, focusing on diversification and cost minimization. Clients have full discretion over their accounts, and the firm does not engage in performance-based fees. Arnold & Mote Wealth Management does not have any disciplinary history, and they do not receive compensation from third parties for advice given to clients. The firm does not require a minimum account size for Wealth Management services and provides periodic account reviews and performance reports to clients. Clients' assets are held by independent custodians, and the firm does not have custody of client assets. The firm also does not vote proxies on client securities.
$92,194,193 under management
5 advisors
Fee structure
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesTax Preparation
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 Hiawatha, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hiawatha. 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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