wiseradvisor

Craig Adamson
TrueWealth Stewardship

Tel: (319) 373-4124
888 10th Street
Suite 101
Marion, IA 52302

Customized financial strategies aligned w/ your unique needs

TrueWealth Stewardship | Financial Advisor in Marion ,IA

About TrueWealth Stewardship

We help you gain power over your money through a multi-stage financial planning process. The goal is to get to know you very, very well to create a customized plan that fits what you and your family need, not what some high-budget advertising campaign is designed to sell you.

Our goal is to become your trusted partner to help you understand what you have, as well as what you may need to move you closer to your financial goals. Our independent structure allows us to work with your current advisor team, or to introduce you to other professionals who may be able to help you -such as legal or tax advisors.

We want to work with people who value professional advice and want an independent, professional advisor to help them make informed decisions about their money. If that describes you, we'd like to meet you to see if we can parnter with you.


General Information

Firm Start Year:   2000
No.of Employees:   2-4
Insurance License#:   6864412
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   IA, CO, FL, IL, KS, MN, MO, NE, NY, TX, WI
Number of Years with Current Firm:   18
Work Experience:   Business Owner - 18 years (present) Advisor - Wells Fargo Investments - 4 years
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations


Services

Investment Types:   Insurance , Stocks , IRAs , Alternative Investments , Exchange Traded Funds (ETFs) , Bonds , Mutual Funds , Annuities , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email , Via phone , At my office , At your home , Video Conference , At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   funeral expenses , Disability , Annuity , Health , Life , Variable Annuity , Long Term Care , Variable Life
Financial Organization Memberships:   Society of Financial Services Professionals , National Association of Insurance and Financial Advisors (NAIFA) , Paladin Registry
Non-Financial Organization Memberships:   Chair - Marion Public Services Board Board Member - Marion Senior Living Community Board Member - Cedar Rapids National Association of Insurance and Financial Advisors Board Member - Cedar Rapids Society of Financial Service Professionals Board Member - Retirement Income Industry Association Education Board & Peer Reviewer for Retirement Income Journal Member - CEO Roundtable Member - Marion/Cedar Rapids Chamber of Commerce Local President - Iowa State University Alumni Assn for Linn & Johnson Counties Assistant Coach - U-10 Linn Mar baseball Assistant Coach - U-8 AYSO Girls soccer Former - Marion City Council Member Former - Board member of Cedar Rapids Financial Planning Assn.


Firm Information

Advisor's Number of Clients:   200
Advisor's Number of Managed Clients:   200
Advisor's Number of Planning Clients:   150
Assets Managed by Advisor:   $30MM


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   50,000
Compensation Methods:   Based on Assets , Flat Fee , Commissions , Hourly
Fee % Based on Assets:   1
Hourly Rate:   $150.00
Additional Details on Charges:   Fees are discussed up-front with clients.

Fee estimate is provided at time planning engagement is agreed to.

Annual fees for investment management are assessed on a sliding scale and may be increased or decreased depending on the services needed by the client. I will work with the client to define those needs to make the appropriate choices when implementing their investment strategy.
Minimum Fee Charged for Managed Accounts:   $300
Minimum Fee Charged for Hourly Planning Accounts:   $300
Minimum Fee Charged for Flat Fee Accounts:   $0.00


Education

Bachelor of Arts  Iowa State University - Ames, Iowa



Faqs

  • Do you have a customer satisfaction or refund policy? No. All our planning and analysis work is done on a fee-only basis. A client or potential client cannot buy anything other than my time and expertise. This reduces, if not eliminates, the potential for conflict of interest in assessing a clientÂ’s financial situation.
  • What are your qualifications? What is your education background? I have been advising clients since 1996. I hold four specialized retirement credentials and actively pursue over 70 hours of continuing education each year on a variety of financial planning topics including: Retirement Accumulation Planning; Retirement Income Distribution Planning; Estate Planning; Income Tax Planning; and College Planning.
  • What is your approach to financial planning? While the numbers are important, YOU -the client- are most important. A personalized financial plan is useless until it is implemented. If we don't understand you, and you don't understanding the ?what? and the ?why? you won't take action. The majority of our clients want us to create the plan and help them implement the steps.
  • What services do you offer? My firm offers independent financial planning and investment management. We specialize in managing both phases of your retirement planning: Accumulation (Saving) and Distribution/De-Accumulation (Spending). This includes portfolio management, insurance coverage, and tax planning. Our clients don't want to live with their children, nor ask them for money. They too want to be independent for their entire lifetime.
  • How many clients do you currently manage? I manage nearly 200 households. My practice grows by 15 to 20 households each year. My goal is to serve 250 households by 2020. At that time I will expand my office by adding additional advisors and support staff.
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Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Financial Planning offered through TrueWealth Stewardship, a Registered Investment Advisor and a separate entity from LPL Financial.

Craig Adamson

Craig Adamson

RMA - Retirement Management Advisor, CRPS®

Craig and his wife, Ann, have three beautiful, healthy children under the age of 14. Both Craig & Ann are native Iowans.

Their kids are involved in softball, baseball, and soccer where Ann and Craig help coach their kids' teams. The family enjoys playing board games together? Rummikub, Sorry, Life, UNO, Clue and Monopoly of course!

Besides a busy family life, Craig has been very active in the local community. He served 8 years as a Marion City Council Member and 2 years on the Marion Planning and Zoning Commission. Currently he is a Chamber of Commerce member, chair of the Marion Public Services Board, and is on several other boards related to affordable Senior housing and Senior volunteering opportunities.

Craig enjoys reading biographies, history, and business books. He is an avid Iowa State Cyclone fan -holding season tickets for multiple sports and watching them play on TV.

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My Services

Financial Advice & Consulting

We help clients match their finances to their unique needs. For those client who want their finances to better reflect their values we invite you to explore our "Empowered Wealth" program.


Financial Planning for Individuals

Are you a busy person? Lots of our clients are -family, work, volunteering, you name it! Many of them are fully capable of managing their own money. But they have partnered with us to help keep them on track or to stay on track toward their goals.


Financial Planning for Businesses

Our business clients are busy running a company. In most cases they have employees who are counting on them for a paycheck. There isn't a lot of time or energy left most days to stay up on some of the tax implications of owning a business. We work with our clients to identify strengths and weaknesses in their personal and business planning as it directly impacts how much they pay in taxes versus how much money they keep in their pocket.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 5:00 PM

Communities Served

Alburnett Amana
Anamosa Atkins
Cedar Rapids Center Point
Central City Coggon
Coralville Ely
Fairfax Hiawatha
Hopkinton Lisbon
Martelle Mechanicsville
Middle Amana Monticello
Morley Mount Vernon
Newhall North Liberty
Norway Olin
Palo Quasqueton
Rowley Ryan
Shellsburg Solon
Springville Stanwood
Swisher Tiffin
Urbana Vinton
Walford Walker
Any

Compensation Arrangements

Check Bank Transfer
Visa MasterCard

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