Cedar Valley Wealth Advisors, based out of Cedar Falls, IA, is a small investment advisory firm dedicated to providing comprehensive financial planning and investment management services. With a team of two highly experienced registered advisors, Robert Heaton and Karla Hoppes, they bring a wealth of knowledge and expertise to their clients.
Specializing in investment advisory services, Cedar Valley Wealth Advisors manages an impressive average of $111,950,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and customized solutions for their clients.
Cedar Valley Wealth Advisors boasts an extensive client base, serving over 70 individual clients with a total of $144,775,000 in assets under management. Notably, their expertise shines in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. This experience demonstrates their proficiency in helping clients navigate the complexities of retirement planning and maximizing investment opportunities.
As a fully discretionary investment firm, Cedar Valley Wealth Advisors has the authority to make investment decisions on behalf of their clients, enabling efficient portfolio management and timely adjustments to market conditions.
With their office in Cedar Falls, IA, Cedar Valley Wealth Advisors is deeply rooted in the local community and committed to providing personalized financial guidance to their clients. Whether individuals are planning for retirement, saving for education, or seeking wealth preservation strategies, Cedar Valley Wealth Advisors offers comprehensive solutions tailored to meet each client's unique financial goals.