Top financial advisors in Iowa
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in Iowa means focusing on whether they can handle the specific financial tasks you need, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your particular financial goals.
- Match on the actual work. Ask what a typical day looks like for the advisor. Someone focused on retirement income might not be the best fit if you need help with investment management or tax planning.
- Tax planning approach. Iowa has recently phased out taxes on retirement income for many retirees, so check how the advisor incorporates this change into their planning.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understand how they get paid to see if it aligns with your preferences.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In a team, find out who else would manage your account if your main contact is unavailable.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Austin N
Series 63, Series 66
Oskaloosa, IA
Edward Jones
Austin Norris offers expertise in retirement income strategy and estate planning, supported by 21 years of experience and Series 63 and 66 licenses. Based in Oskaloosa, IA, he works with Edward Jones, a large firm managing over $1 trillion in assets, providing a comprehensive fee structure with up to 1.35% annual program fees, which may suit clients seeking seasoned guidance within a well-established network.
Experience: 21 years
Avg account: $246,728
-
Blake H
CFP®, Series 66
Waterloo, IA
STIFEL
Blake Hamer specializes in general retirement and income planning, making him well-suited for clients in Iowa focusing on retirement income strategies. As a CFP®-certified advisor at the large firm Stifel, he brings eight years of experience and access to proprietary capital market models, differentiating him from advisors at smaller firms or with less specialized planning tools.
Experience: 8 years
Avg account: $773,556
-
Michael G
Series 63, Series 65
Des Moines, IA
Avantax Planning Partners, Inc.
Michael Gasperi offers expertise in retirement income strategy and tax-loss harvesting, making him well-suited for clients in Iowa seeking comprehensive retirement planning. With 29 years of experience, Series 63 and 65 credentials, and a flat-fee structure for planning services, he operates independently through Avantax Planning Partners, which uses a model-based allocation strategy and serves a diverse client base including businesses and charitable organizations.
Experience: 29 years
Avg account: $692,697
-
Kyle V
Series 66
West Des Moines, IA
Cetera
Kyle Ver Woert's expertise in wealth management and tax-loss harvesting suits clients in Iowa seeking comprehensive financial strategies, including retirement plans for business owners. Operating within Cetera, a large SEC-registered firm, he offers flat-fee and asset-based fee options, providing access to multi-manager platforms and third-party money managers, which differentiates him from advisors with smaller firm affiliations or narrower service scopes.
Experience: 10 years
Avg account: $306,089
-
Andrew R
Series 65, Series 63
Boone, IA
Russell Wealth Advisors
Andrew Russell in Boone, Iowa, specializes in retirement and tax planning, including charitable giving, which suits clients seeking comprehensive retirement income strategies. His firm manages $91 million with a combined fundamental and technical investment approach, offering hourly financial planning at $250, ideal for individuals and high-net-worth clients preferring independent, personalized service.
Experience: 8 years
Avg account: $832,813
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Iowa
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")