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Find Retirement Advisors for Retirement Planning in Iowa, Davenport

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 6 Retirement Planning firms in Davenport, Iowa (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	5117 Jersey Ridge Road, Suite 1 Davenport, IA, 52807	$2,378,969,762	491	2	A percentage of AUM, Hourly charges, Fixed fees
2	5187 Utica Ridge Rd, Davenport, IA, 52807	$1,533,931,190	8079	317	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (REVENUE SHARING)
3	2322 E. Kimberly Road,, Suite 150n Davenport, IA, 52807	$435,000,000	1022	3	A percentage of AUM, Other (% OF PLAN ASSETS)
4	5025 Utica Ridge Rd, Suite 101 Davenport, IA, 52807	$378,789,093	1518	5	A percentage of AUM, Hourly charges, Fixed fees
5	5177 Utica Ridge Road, Davenport, IA, 52807	$333,447,140	1401	8	A percentage of AUM
6	3541 E Kimberly Rd, Davenport, IA, 52807	$49,081,185	1	1	A percentage of AUM, Other (AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES)

Information on Top Retirement Planning firms in Davenport, Iowa

INVESTMENT CONSULTING GROUP INC

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QualificationsFirm CRD# 106967

Assets Under Management $2,378,969,762

No. Of Clients491

Clients Per Financial Advisor246

INVESTMENT CONSULTING GROUP INC is a financial advisory firm situated in Davenport, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 491 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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AUSDAL FINANCIAL PARTNERS, INC.

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QualificationsFirm CRD# 7995

Assets Under Management $1,533,931,190

No. Of Clients8079

Clients Per Financial Advisor25

AUSDAL FINANCIAL PARTNERS, INC. is a financial advisory firm situated in Davenport, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8079 clients. The team consists of 317 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based
Other (REVENUE SHARING)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (ADVICE ON UMA PLATFORMS)

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MATHESON & ROCK WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 289603

Assets Under Management $435,000,000

No. Of Clients1022

Clients Per Financial Advisor341

MATHESON & ROCK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $435M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1022 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (% OF PLAN ASSETS)

Financial Planning Services

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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WEALTHSPAN PARTNERS, LLC

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QualificationsFirm CRD# 297712

Assets Under Management $378,789,093

No. Of Clients1518

Clients Per Financial Advisor304

WEALTHSPAN PARTNERS, LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $379M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1518 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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QUAD-CITIES INVESTMENT GROUP, LLC

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QualificationsFirm CRD# 154113

Assets Under Management $333,447,140

No. Of Clients1401

Clients Per Financial Advisor175

QUAD-CITIES INVESTMENT GROUP, LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $333M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1401 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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AOT INVEST LLC

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QualificationsFirm CRD# 319016

Assets Under Management $49,081,185

No. Of Clients1

Clients Per Financial Advisor1

AOT INVEST LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $49M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (AS SPONSOR
WILL SHARE IN ETF PROFITS AFTER EXPENSES)

Financial Planning Services

Portfolio management for investment companies

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Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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