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.

1. Tax-Efficient Withdrawal Strategy
2. Retirement Guardrails
3. Annual Tax Reviews
4. Up To Date Estate Plan (With no-cost will and trust document creation and updates)
5. Social Security Optimization
6. 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.