Cedar Valley Wealth Advisors
Cedar Falls, Iowa
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 perc...
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Assets Under Mgmt

$144.77M

Investment Professionals

2

Locations

0

% 401K & Individual

32%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.