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Financial Planners in North Liberty, IA: 2026 rankings

52 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in North Liberty: Christa Payne - COUNTRY Financial Representative, RFA Score 75/100; 4.9★ from 42 Google reviews.

  2. 4

    Most-reviewed: Veridian Credit Union, 168 Google reviews at 4.6★, the most of 52 ranked; ranked #4.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

52 North Liberty financial planners are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 52 rated firms.

Top 10 financial planners in North Liberty at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in North Liberty at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Christa Payne - COUNTRY Financial Representative754.9★ (42)North Liberty—Top score
2Carson Wealth745.0★ (101)Cedar Rapids, 16 mi away——
3Peritia Advisors734.8★ (63)Cedar Rapids, 9 mi away——
4Veridian Credit Union734.6★ (168)Cedar Rapids, 15 mi awaySatMost reviews
5Basepoint Wealth, LLC735.0★ (104)Cedar Rapids, 20 mi away——
6Hills Bank724.4★ (26)North LibertySat—
7Pira Wealth Management715.0★ (18)Coralville, 5 mi away——
8Tryon Investments, LLC714.4★ (14)North Liberty——
9Peg Fraser - COUNTRY Financial Representative705.0★ (7)North Liberty——
10Flying Eagle Financial & Flying Eagle Wealth Management705.0★ (46)Cedar Rapids, 21 mi away——

All 52 financial planners in North Liberty, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Carson Wealth

    Based in Cedar Rapids, 16 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 101 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 101 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    835 3rd Ave SE, Cedar Rapids, IA 52403
    View profile for Carson Wealth(319) 200-8700

  3. #3 Peritia Advisors

    Based in Cedar Rapids, 9 mi away

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 63 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    1695 Dows St B, Ely, IA 52227
    View profile for Peritia Advisors(319) 841-2010

  4. #4 Veridian Credit Union

    Based in Cedar Rapids, 15 mi away

    73/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.6★ from 168 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 168 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat 8:30 AM–12 PM · Sun closed
    Address
    2810 Edgewood Rd SW, Cedar Rapids, IA 52404
    View profile for Veridian Credit Union(800) 235-3228

  5. #5 Basepoint Wealth, LLC

    Based in Cedar Rapids, 20 mi away

    73/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 104 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 104 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4700 N River Blvd NE, Cedar Rapids, IA 52411
    View profile for Basepoint Wealth, LLC(319) 826-1898

  6. #6 Hills Bank

    Based in North Liberty

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.4★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 26 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    590 W Forevergreen Rd, North Liberty, IA 52317
    View profile for Hills Bank(319) 626-2199

  7. #7 Pira Wealth Management

    Based in Coralville, 5 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    250 12th Ave #150, Coralville, IA 52241
    View profile for Pira Wealth Management(319) 382-6486

  8. #8 Tryon Investments, LLC

    Based in North Liberty

    71/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.4★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    745 Community Dr Ste E, North Liberty, IA 52317
    View profile for Tryon Investments, LLC(319) 665-5050

  11. #11 Northwestern Mutual

    Based in Coralville, 5 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.6★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 14 Google reviews
    Address
    Plaza on Fifth, 1303 5th St Unit 305, Coralville, IA 52241
    View profile for Northwestern Mutual(319) 351-5075

  14. #14 Wealth Advisors Group

    Based in Coralville, 3 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    2771 Oakdale Blvd #4, Coralville, IA 52241
    View profile for Wealth Advisors Group(319) 626-3589

  18. #18 BMO Bank N.A Branches

    Based in Coralville, 5 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.1★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 3.1★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    800 22nd Ave, Coralville, IA 52241
    View profile for BMO Bank N.A Branches(319) 354-6960

  19. #19 Savant Wealth Management

    Based in Iowa City, 8 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2225 Mormon Trek Blvd Unit 200, Iowa City, IA 52246
    View profile for Savant Wealth Management(319) 339-4884

  20. #20 Pilot Wealth

    Based in Coralville, 4 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 4 Google reviews
    Address
    2201 E Grantview Dr Ste 200, Coralville, IA 52241
    View profile for Pilot Wealth(319) 887-2000

  21. #21 Financial Integrators

    Based in Coralville, 4 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.4★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    2229 E Grantview Ln #1, Coralville, IA 52241
    View profile for Financial Integrators(319) 358-7700

  22. #22 TIAA Financial Services

    Based in Coralville, 5 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 2.7★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 2.7★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    941 E 2nd Ave Bldg D Suite 201, Coralville, IA 52241
    View profile for TIAA Financial Services(866) 842-2977

  24. #24 Savant Wealth Management

    Based in Cedar Rapids, 16 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    221 3rd Ave SE Ste 215, Cedar Rapids, IA 52401
    View profile for Savant Wealth Management(319) 364-3041

  25. #25 Community Savings Bank

    Based in Cedar Rapids, 16 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.9★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 11 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 1st Ave NE Ste 116, Cedar Rapids, IA 52401
    View profile for Community Savings Bank(800) 828-2318

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 52 ranked financial planners here; the rest are on their profiles.

financial planners in North Liberty, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Northwestern Mutual654.4★ (7)16 mi
27CLA (CliftonLarsonAllen)655.0★ (5)16 mi
28Arnold & Mote Wealth Management644.6★ (9)21 mi
29Eastern Iowa Financial Group645.0★ (6)20 mi
30Premier Investments & Wealth Management644.6★ (5)19 mi
31Cedar Point Capital Partners645.0★ (3)16 mi
32Bonnie Hahn - COUNTRY Financial Agent644.8★ (5)20 mi
33Community Savings Bank643.8★ (8)20 mi
34Your Vision Financial Group644.0★ (3)15 mi
35EDGE Investment Solutions645.0★ (74)12 mi
36Guide Wealth Partners645.0★ (3)16 mi
37WealthStone Financial645.0★ (4)19 mi
38Bosch Financial Inc.635.0★ (4)19 mi
39BMO Bank N.A Branches633.2★ (10)20 mi
40Hogan - Hansen, CPAs and Consultants632.8★ (12)18 mi
41Jerry K. Ask Investment Services635.0★ (4)20 mi
42LattaHarris, LLP635.0★ (3)18 mi
43Creative Planning635.0★ (81)16 mi
44Primerica - Financial Services: Jason Bohannon, CFP®634.2★ (5)21 mi
45John T. Mack, CFP635.0★ (3)19 mi
46BMO Bank N.A Branches632.3★ (13)17 mi
47Heartland Investment Associates Inc.625.0★ (3)21 mi
48Iowa Retirement Benefits & Solutions625.0★ (86)19 mi
49Anderson Financial Services624.3★ (3)20 mi
50Principal Financial Group623.7★ (3)21 mi

Also serving North Liberty

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving North Liberty
BusinessGoogle ratingDistance
Baird Private Wealth Management5.0★ (2)16 mi
Charipar Wealth Management4.4★ (5)In North Liberty
Edward Jones - Financial Advisor: Jeffery DuytschaverIn North Liberty
Edward Jones - Financial Advisor: Travis B Whitmore, CFP®|AAMS®4.5★ (4)In North Liberty
Farm Financial Strategies Inc5.0★ (2)15 mi
Farther Finance - Josh Volgarino, CFP®, CExP™, ChFC®, WMCP® - Vice President, Wealth Advisor5.0★ (2)20 mi
Financial Resources Group5.0★ (2)18 mi
Funding Fulfillment5.0★ (1)In North Liberty
Hylland Capital ManagementIn North Liberty
Integrity Financial5.0★ (1)In North Liberty
Integrity Financial - Shelly PrybilIn North Liberty
Lane Family Wealth ManagementIn North Liberty
McFadden Financial CoachingIn North Liberty
MILLCREEK Financial ServicesIn North Liberty
Mississippi Valley Associates3.0★ (2)14 mi
OneWay Financial & Estate Solutions, Inc.3.5★ (2)19 mi
Peoples Financial Planning1.0★ (1)In North Liberty
RDA Financial NetworkIn North Liberty
Storybook Financial5.0★ (2)5 mi
Wealth Enhancement GroupIn North Liberty

How we ranked North Liberty financial planners

We scored 52 North Liberty financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn North Liberty data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in North Liberty: frequently asked questions

Which financial planner has the highest RFA Score in North Liberty?

By RFA Score, the highest-ranked financial planner in North Liberty, IA is Christa Payne - COUNTRY Financial Representative with an RFA Score of 75/100. It has 4.9★ from 42 Google reviews. Carson Wealth (#2) and Peritia Advisors (#3) follow. We ranked 52 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in North Liberty?

RankedFinancialAdvisors ranks 52 financial planners serving North Liberty, IA. 4 of them are based in North Liberty; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in North Liberty work on weekends?

6 of 52 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Veridian Credit Union (#4), Hills Bank (#6) and BMO Bank N.A Branches (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do North Liberty financial planners have?

The median Google rating among 52 rated financial planners in North Liberty is 4.8★, with a median of 7 reviews. Veridian Credit Union has the most, 168 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside North Liberty count in this ranking?

Yes, if they are within 25 mi of the North Liberty city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in North Liberty ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in North Liberty a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for North Liberty

  1. November 2026: RFA Scores recalculated for 52 financial planners serving North Liberty.

More financial planners and North Liberty pages