ACCEL WEALTH MANAGEMENT LLC, based in Waverly, IA, is a reputable investment advisory firm catering to a diverse clientele. With over 1,220 individual clients and an impressive $823,285,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from three offices, ACCEL Wealth Management provides a range of comprehensive financial services, serving as registered representatives of a broker-dealer and insurance broker or agent. Renowned for their expertise in employer 401Ks and individual investments, ACCEL Wealth Management LLC has extensive experience in this specialized field. Their exceptional track record is further bolstered by the fact that 100% of the assets they manage are handled with discretionary authority, emphasizing their commitment to making informed decisions on behalf of their clients. With a team of 21 dedicated professionals, including 12 investment advisors, ACCEL Wealth Management LLC ensures personalized attention and customized solutions for their clients' financial goals. Their compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges to suit individual needs. Among their seasoned advisors, Scott Durscher, Stacie Brass, and Michele Wheeler stand out as some of the firm's longest-tenured professionals. Their expertise and commitment to client success contribute to ACCEL Wealth Management's strong reputation in the industry. With a significant average of $68,610,000 in assets under management per investment advisor, ACCEL Wealth Management LLC aligns with the industry average, ensuring efficient and effective management for their clients.

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.

FSB Premier Wealth Management, Inc. is a reputable investment advisory firm headquartered in Waterloo, IA. With a team of 12 dedicated professionals, 10 of whom specialize in providing investment advisory services, they are committed to delivering personalized financial solutions to their clients. With an impressive average of approximately $16,080,000 in assets under management per investment advisor, FSB Premier has established itself as a reliable and capable wealth management partner. The firm's compensation structure is designed to align their interests with their clients' success. They offer various types of compensation, including a percentage of assets under management, hourly charges, and performance-based fees. This ensures that clients receive tailored solutions that meet their unique financial goals. With a substantial client base of over 670 individuals, FSB Premier manages a total of $241,224,000 in assets. Notably, half of their assets under management come from employer 401Ks or individuals, demonstrating their expertise and experience in this domain. FSB Premier Wealth Management handles all managed assets on a discretionary basis, allowing them to make informed investment decisions on behalf of their clients. In addition to investment advisory services, FSB Premier also provides insurance brokerage services, further expanding their offerings to meet the diverse needs of their clientele. The firm maintains a strong local presence with seven offices, serving clients throughout the Waterloo, IA area. FSB Premier prides itself on its team of experienced advisors. Some of the longest tenured advisors at the firm include Alexander Vlach, Ryan Risetter, and Rodney Duroe, who bring a wealth of knowledge and expertise to their roles. Their commitment to delivering exceptional service and personalized financial solutions has earned them a solid reputation in the industry.