DAVID JAMES FINANCIAL

Name: DAVID JAMES FINANCIAL
Address: 595 ASHLEY COURT SUITE 2, NORTH LIBERTY, IA 52317, north liberty, IA, US
Telephone: (319) 535-4525
Price range: $0.5–$2 % of assets/year

Financial Advisor serving North Liberty, Iowa · 1 of 2 financial advisors in the area

📍 595 ASHLEY COURT SUITE 2, NORTH LIBERTY, IA 52317

📞 (319) 535-••••

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📍 595 ASHLEY COURT SUITE 2, NORTH LIBERTY, IA 52317

About DAVID JAMES FINANCIAL

DAVID JAMES FINANCIAL is a financial advisor located in North Liberty, Iowa. As a local financial advisor, they serve North Liberty and surrounding communities in Iowa. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in North Liberty 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 North Liberty

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 North Liberty may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in North Liberty

✓ 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 North Liberty?

Financial Advisors in North Liberty 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 North Liberty?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in North Liberty to choose from.

Does DAVID JAMES FINANCIAL offer free quotes?

Contact DAVID JAMES FINANCIAL directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in North Liberty

LANE FAMILY WEALTH MANAGEMENT

595 ASHLEY CT, NORTH LIBERTY, IA 52317