Basepoint Wealth, LLC logo

Basepoint Wealth, LLC

Updated today

Client assets under management

$820,442,065

Clients

1,242

21% high-net worth

Advisors

13

of 24 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

96

High

Average account size

$660,581

About

Basepoint Wealth provides discretionary investment management, financial planning, and consulting to high‑net‑worth individuals, families, trusts, estates, businesses, and pension plans. Services include customized portfolio construction, ongoing monitoring, and optional standalone planning engagements.

The firm constructs portfolios primarily using mutual funds, ETFs, individual equities, and fixed‑income securities and applies a mix of fundamental, technical, cyclical, and economic analysis with a generally long‑term orientation while allowing more frequent trading when circumstances warrant. Basepoint implements strategies through a combination of internal management and, where appropriate, independent managers, and delivers periodic performance and holdings reports with formal reviews at least annually.

The brochure highlights a few features that are less common among similar multi‑team firms: Basepoint acquired an affiliated tax and accounting practice (Basepoint Tax & Accounting, LLC) in 2021 and certain managing members serve as partners in that affiliate, and the firm sponsors a wrap‑fee program that bundles transaction costs into its advisory fee. The firm also discloses the availability of performance‑based fee arrangements for qualified clients and notes custody‑related practices (including authorized fee deductions and limited maintenance of client credentials) in its disclosures.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops Tax & accounting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Fee options

Fixed

Fixed engagement fees for financial planning and consulting services; also annual planning fees available.

Percentage

$0 - $249,999: 1.50% annually $250,000 - $499,999: 1.35% annually $500,000 - $999,999: 1.25% annually $1,000,000 - $2,999,999: 1.10% annually $3,000,000 - $4,999,999: 0.95% annually $5,000,000 - $9,999,999: 0.85% annually $10,000,000+: 0.75% annually

Commissions

Basepoint may receive commissions for recommending non-variable life and annuity products through insurance networking agencies.

Project-based

$100 to $400 per hour for financial planning and consulting services.

Performance-based

Up to 1.00% annual management fee plus 20% of capital appreciation on gains for Qualified Clients with at least $1,100,000 under management or $2,200,000 net worth.

Other

Fee-only: Financial planning and consulting services billed hourly $100 to $400 per hour, fixed engagement fees, or annual planning fees.

Main office location

Basepoint Wealth, LLC

4144 Golf Street Ne

Cedar Rapids IA 52402, United States

Number of offices

4

Most active in

Arizona · California · Colorado · Florida · Illinois · Iowa · Kansas · Louisiana · Minnesota · Missouri · Nebraska · Tennessee · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Katherine K

Series 66

Cedar Rapids, IA

Basepoint Wealth, LLC

Katherine Kula is a financial advisor at Basepoint Wealth, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked at Basepoint Wealth since 2017, following six years at Ameriprise Financial Services, Inc. In addition to her advisory role, she is a partner at Basepoint Tax & Accounting LLC, an accounting firm providing bookkeeping, payroll, accounting, and tax preparation services. Basepoint Wealth, LLC offers investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a customized, long-term investment approach using both internal management and independent managers, and is affiliated with an accounting practice that clients may access for tax and accounting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Kathryn W

CFP®, ChFC®, Series 66

Cedar Rapids, IA

Basepoint Wealth, LLC

Kathryn Wallace is a CFP® and ChFC® with 22 years of industry experience. She has worked at Basepoint Wealth, LLC since 2017 and previously spent 12 years with Ameriprise Financial Services, Inc. Wallace serves as a board member of the Cedar Rapids Metro YMCA, a nonprofit organization. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a customized investment approach using internal and independent managers, with portfolios constructed from mutual funds, ETFs, equities, and fixed income securities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Landis W

CFP®, Series 63, Series 66

Cedar Rapids, IA

Basepoint Wealth, LLC

Landis Wiley is a CFP® with 14 years of industry experience and has been with Basepoint Wealth, LLC since 2017. Prior to that, he worked at Ameriprise Financial Services, Inc. for one year. Outside of advising, Wiley serves as a soccer official and is a trustee and treasurer on the Cedar Rapids Community Schools Foundation Board of Trustees. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm uses a combination of internal and independent managers to construct customized portfolios based on client goals and risk tolerance, employing fundamental, technical, cyclical, and economic analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Ryan T

Series 65

Cedar Rapids, IA

Basepoint Wealth, LLC

Ryan Turner is a financial advisor at Basepoint Wealth, LLC in Cedar Rapids, IA, holding a Series 65 designation. He joined Basepoint Wealth in 2025 and has prior experience in educational and nonprofit organizations, including roles at Central City CSD, Maquoketa CSD, Consumer Choices Option, and the Iowa High School Athletic Association. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a customized, multi-method investment approach with a long-term orientation and offers access to affiliated tax and accounting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

William W

CFP®, CFA®, PFS™, Series 66

Cedar Rapids, IA

Basepoint Wealth, LLC

William Wallace is a financial advisor at Basepoint Wealth, LLC in Cedar Rapids, IA, holding the CFP®, CFA®, PFS™, and Series 66 designations with 25 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2000 to 2017 before joining Basepoint Wealth in 2017. Wallace is also a partner in Basepoint Tax & Accounting, LLC, an accounting firm providing bookkeeping, payroll, accounting, and tax preparation services. Basepoint Wealth, LLC offers investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm uses a combination of internal and independent managers to construct portfolios tailored to client goals and risk tolerance, employing fundamental, technical, cyclical, and economic analysis with ongoing portfolio monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Keith P

Series 63, Series 65

Cedar Rapids, IA

Basepoint Wealth, LLC

Keith Pochobradsky is a financial advisor with Basepoint Wealth, LLC in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Farmers Investment Services, Cetera Advisor Networks, and Northwestern Mutual Investment Management. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a customized, long-term investment approach incorporating fundamental, technical, cyclical, and economic analyses, managing portfolios with mutual funds, ETFs, individual equities, and fixed income securities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Ryan W

CFP®, Series 65

Cedar Rapids, IA

Basepoint Wealth, LLC

Ryan Watermiller is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Basepoint Wealth, LLC since 2021 and previously spent one year at Ankeny Financial Planning, LLC, as well as nine years at Principal Financial Group. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm offers discretionary portfolio management through internal and independent managers, constructing diversified portfolios tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Kirk S

CFP®, ChFC®, Series 63, Series 65

Cedar Rapids, IA

Basepoint Wealth, LLC

Kirk Sadilek is a financial advisor at Basepoint Wealth, LLC with 27 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Principal Life Insurance Company and Principal Financial Group for 22 years. Sadilek serves on the board of the Catholic Foundation in the Archdiocese of Dubuque and is involved in several nonprofit and professional organizations related to financial services and charitable giving. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm customizes investment programs based on client goals and risk tolerance, using a combination of internal and independent managers and employing fundamental, technical, cyclical, and economic analyses.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Ronald D

Series 63, Series 65

Cedar Rapids, IA

Basepoint Wealth, LLC

Ronald Detweiler is a financial advisor with Basepoint Wealth, LLC in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Basepoint Wealth and its affiliated Basepoint Tax & Accounting LLC since 2022, previously serving at Avantax Partners and Honkamp & Company CPAs. Outside of his advisory role, Detweiler serves as treasurer for multiple community organizations, including The Ecumenical Community Center of Cedar Rapids and The National Czech & Slovak Museum and Library. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm uses discretionary portfolio management with a range of investment vehicles and customizes strategies based on client goals, risk tolerance, and financial circumstances.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Scott C

CFP®, ChFC®, Series 63, Series 65

Cedar Rapids, IA

Basepoint Wealth, LLC

Scott Cooley is a CFP® and ChFC® with 13 years of experience in financial advisory. He has worked at Basepoint Wealth, LLC since 2018 and previously held multiple roles at Northwestern Mutual from 2012 to 2018. Outside of his advisory work, Mr. Cooley manages a residential rental property in North Liberty, Iowa. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a customized, long-term investment approach using both internal management and independent managers across various asset types.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Amber H

Series 65

Cedar Rapids, IA

Basepoint Wealth, LLC

Amber Hunt is a financial advisor at Basepoint Wealth, LLC in Cedar Rapids, IA. She holds a Series 65 designation and has been with Basepoint Wealth since 2023. Prior to joining the firm, she worked in various roles including at Pure Mean Clean, LLC and David's Bridal. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a discretionary portfolio management approach using a mix of internal and independent managers, focusing on customized investment programs aligned with client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Bryan K

CFP®, Series 66

Cedar Rapids, IA

Basepoint Wealth, LLC

Bryan Knudson is a CFP® with 22 years of industry experience, currently serving as an advisor at Basepoint Wealth, LLC since 2017. Prior to joining Basepoint, he worked for Ameriprise Financial Services, Inc. for 14 years. He is also a partner at Basepoint Tax & Accounting LLC, an accounting firm providing bookkeeping, payroll, accounting, and tax preparation services. Basepoint Wealth, LLC offers investment advisory, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a combination of internal and independent managers to construct customized portfolios, using a range of securities and analytical methods tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Shayne B

CFP®, Series 65, Series 66

Cedar Rapids, IA

Basepoint Wealth, LLC

Shayne Boles is a CFP® with seven years of industry experience, currently serving as a financial advisor at Basepoint Wealth, LLC in Cedar Rapids, IA. His prior experience includes roles at Ameriprise Financial and positions with the City of Bettendorf and University of Iowa Recreational Services. Basepoint Wealth, LLC provides investment advisory, portfolio management, and financial planning services primarily to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a customized investment approach using a combination of internal management and independent managers, focusing on long-term strategies with flexibility for portfolio adjustments based on fundamental, technical, cyclical, and economic analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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