We’re a Comprehensive, Flat-Fee Financial Advisor
Clients of Arnold and Mote Wealth Management do not pay percentage-based fees. We provide support on an extensive list of financial planning topics.
Does your financial plan include all 39 of these below?
39 Parts of Every Arnold & Mote Financial Plan:
Whether you’re looking for a financial advisor in Cedar Rapids or beyond, Arnold Mote has a comprehensive financial planning process that helps you along every step of your financial journey.
- Tax-Efficient Withdrawal Strategy
- Retirement Guardrails
- Annual Tax Reviews
- Up To Date Estate Plan (With no-cost will and trust document creation and updates)
- Social Security Optimization
- The Right Medicare Plan
Enter your email below to see the other 33 items, along with detailed examples of how all these come together to create a financial plan.
Your Cedar Rapids Financial Advisor: What We Offer
- Transparent, predictable costs — no percentage-based fees on your portfolio.
- A truly comprehensive financial plan tailored to your unique needs.
- Fiduciary advice focused solely on your best interests.
- Independent advice — we accept no commission or kickbacks.