Partner Wealth
11yrs
11 years in the industry
Partner Wealth
Location not listed. Legal name: Partner Wealth Planning, LLC
About the firm
A registered investment advisory firm. It manages about $78.9 million for roughly 34 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees; Commissions on some products; Other fees
Typical client size ?$2.32 million
Assets under management ?$78.9 million
Individual clients34
Median years of experience6
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Advisors at Partner Wealth
2Advisors
6Median years of experience
1States with offices
–Offices
Also known as
Scott, Robert Charles · Partner Wealth Planning, LLC
About Partner Wealth
How do I contact Partner Wealth?
Call the main office at (319) 855-7838. The main office is at , .
How is Partner Wealth paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, other fees. Ask for your total yearly cost in dollars.
What services does Partner Wealth offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers, Educational seminars and workshops.
How many advisors work at Partner Wealth?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.