#1Accel Wealth Management
ACCEL WEALTH MANAGEMENT LLC
Serves this area from Waverly, IA (34 mi)
Retirement Plan Advisors in Fayette County, IA
The top-ranked retirement plan advisors serving Fayette County, IA are Accel Wealth Management, Keystone Wealth Management and Fsb Premier Wealth Management, Inc.. We list 4 retirement plan advisors serving Fayette County, IA. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Fayette County, IA. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Fayette County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Accel Wealth Management | SEC-registered investment adviser (CRD)#286201 | Waverly, IA (34 mi) | (319) 596-1101 |
| 2 | Keystone Wealth Management | SEC-registered investment adviser (CRD)#304133 | Waterloo, IA (39 mi) | (319) 883-3096 |
| 3 | Fsb Premier Wealth Management, Inc. | SEC-registered investment adviser (CRD)#15898 | IA | (319) 235-6561 |
| 4 | Cedar Valley Wealth Advisors | SEC-registered investment adviser (CRD)#115511 | Cedar Falls, IA (41 mi) | (319) 266-6507 |
#2Keystone Wealth Management
KEYSTONE WEALTH MANAGEMENT INC.Serves this area from Waterloo, IA (39 mi)#3Fsb Premier Wealth Management, Inc.
FSB PREMIER WEALTH MANAGEMENT, INC.Serves this area from IA#4Cedar Valley Wealth Advisors
THE HEATON HOPPES GROUP, LLCServes this area from Cedar Falls, IA (41 mi)
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Frequently asked questions
How many retirement plan advisors serve Fayette County?
We list 4 retirement plan advisors serving Fayette County, IA: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Fayette County?
The top-ranked retirement plan advisors serving Fayette County, IA are Accel Wealth Management, Keystone Wealth Management, Fsb Premier Wealth Management, Inc. and Cedar Valley Wealth Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Fayette County are verified against official records?
4 of the top 4 match an active official record: Accel Wealth Management (U.S. Securities and Exchange Commission), Keystone Wealth Management (U.S. Securities and Exchange Commission), Fsb Premier Wealth Management, Inc. (U.S. Securities and Exchange Commission) and Cedar Valley Wealth Advisors (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Oelwein, West Union, Fayette, Elgin, Clermont, Maynard, Hawkeye, Arlington, Waucoma, Wadena, Westgate, St. Lucas, Randalia