WEIS ADVISORY

Name: WEIS ADVISORY
Address: 16400 SHERIDAN AVENUE, clive, IA, US
Telephone: (888) 978-2082
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Clive, Iowa · 1 of 3 financial advisors in the area

📍 16400 SHERIDAN AVENUE, Clive, Iowa

📞 (888) 978-••••

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📍 16400 SHERIDAN AVENUE, Clive, Iowa

About WEIS ADVISORY

WEIS ADVISORY is a financial advisor located in Clive, Iowa. As a local financial advisor, they serve Clive and surrounding communities in Iowa. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Clive should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Iowa securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Clive

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Clive may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Clive

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Clive?

Financial Advisors in Clive typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Clive?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 3 financial advisors in Clive to choose from.

Does WEIS ADVISORY offer free quotes?

Contact WEIS ADVISORY directly to ask about free estimates. You can also request a quote through ProHorizon.

WEIS ADVISORY

About WEIS ADVISORY

💰 What Financial Advisors Cost in Clive

Get a Free Quote from WEIS ADVISORY

✅ Tips for Hiring Financial Advisors in Clive

Frequently Asked Questions

Other Financial Advisors in Clive

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