Cedar Point Capital Partners, LLC logo

Cedar Point Capital Partners, LLC

Updated today

Client assets under management

$240,142,243

Clients

294

35% high-net worth

Advisors

6

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

49

Low

Average account size

$816,810

About

Cedar Point Capital Partners is a registered investment adviser operated by a five-advisor team that serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, corporations, and charitable organizations. The firm offers comprehensive portfolio management, standalone financial planning and consulting, portfolio monitoring, and ongoing retirement plan consulting, and reports discretionary regulatory assets under management of about $200.9 million across roughly 433 client accounts.

The firm describes a multi‑disciplinary investment process that combines fundamental, quantitative, qualitative, charting and cyclical analysis with sector‑level work and a range of asset‑allocation approaches (strategic, dynamic, tactical, and core‑satellite). Its stated strategies span equities, fixed income, options, alternative investments and cryptocurrency products, and the brochure explicitly discloses that the adviser may use margin/borrowing in client accounts and details the attendant risks and controls.

What is distinctive in the brochure compared with many peers is its disclosure of external evaluations and custody relationships: the firm notes the use of third‑party ratings in its materials and documents its institutional custodial relationships (including services received from Schwab) that provide execution, custody and business support. The brochure also emphasizes formal policies for conflicts and personal trading—an annual Code of Ethics acknowledgement, pre‑clearance and quarterly transaction reporting for personnel—which the firm ties to its fiduciary obligations.

Client services

Financial planning Portfolio management Pension consulting Portfolio monitoring

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General tax planning

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Up to $10,000 for financial planning and consulting; up to $25,000 for portfolio monitoring and retirement plan consulting.

Percentage

$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%

Project-based

Up to $500/hour for financial planning and consulting; up to $250/hour for portfolio monitoring.

Subscriptions

Up to $10,000 annually for financial planning and consulting.

Other

Account minimum: $500,000 Fee-only: Hourly fees up to $500/hour, flat fees up to $10,000, subscription fees up to $10,000 annually for financial planning and consulting; hourly fees up to $250/hour, flat fees up to $25,000, or up to 0.50% AUM for portfolio monitoring; flat fees up to $25,000 or up to 0.50% of plan assets for retirement plan consulting.

Main office location

Cedar Point Capital Partners, LLC

329 12 Th Ave Se, Suite 106

Cedar Rapids IA 52401, United States

Number of offices

1

Most active in

Iowa · Texas

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

Nicholas T

CFP®, ChFC®, Series 63, Series 65

Cedar Rapids, IA

Cedar Point Capital Partners, LLC

Nicholas Timm is a financial advisor at Cedar Point Capital Partners, LLC with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Equitable Advisors, LLC and Axa Advisors LLC. Timm serves on the boards of Mount Mercy University Alumni and Lutheran Interparish School. Cedar Point Capital Partners is a five-advisor firm serving individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process incorporating fundamental, quantitative, qualitative, and cyclical analysis across a range of asset classes.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General tax planning Founder/Business Owner Executive
user avatar

Aaron E

Series 65

Cedar Rapids, IA

Cedar Point Capital Partners, LLC

Aaron Epstein is a financial advisor at Cedar Point Capital Partners, LLC in Cedar Rapids, IA, holding a Series 65 credential with six years of industry experience. He previously worked at Basepoint Wealth LLC and has been involved with several soccer organizations, including the Iowa Soccer Association Olympic Development Program. Cedar Point Capital Partners is a registered investment adviser with a five-advisor team serving individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process across various asset classes and emphasizes institutional custodial relationships and formal compliance policies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General tax planning Founder/Business Owner Executive
user avatar

Bridget M

Series 66

Cedar Rapids, IA

Cedar Point Capital Partners, LLC

Bridget Meier is a financial advisor with Cedar Point Capital Partners, LLC, holding a Series 66 designation and six years of industry experience. She previously worked at Commonwealth Financial Network, United Iowa Financial, GreenState Credit Union, and Coe College. Cedar Point Capital Partners is a registered investment adviser composed of a five-advisor team serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, qualitative, charting, and cyclical analysis, offering a range of strategies across equities, fixed income, options, alternative investments, and cryptocurrency products.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General tax planning Founder/Business Owner Executive
user avatar

David E

Series 63

Cedar Rapids, IA

Cedar Point Capital Partners, LLC

David Ernst is a financial advisor at Cedar Point Capital Partners, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including United Iowa Financial and Commonwealth Financial Network. Ernst serves on the boards of several local nonprofit organizations focused on economic development and child welfare. Cedar Point Capital Partners is a registered investment adviser led by a five-advisor team serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process incorporating fundamental, quantitative, qualitative, charting, and cyclical analyses, and offers services spanning portfolio management, financial planning, and retirement plan consulting.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General tax planning Founder/Business Owner Executive
user avatar

Trent V

CFP®, Series 66

Cedar Rapids, IA

Cedar Point Capital Partners, LLC

Trent Von Ahsen is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Cedar Point Capital Partners, LLC since 2022 and previously spent eight years at Commonwealth Financial Network and nine years at the University of Iowa Credit Union. Cedar Point Capital Partners is a registered investment adviser with a five-advisor team serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process that integrates fundamental, quantitative, qualitative, and cyclical analysis across a variety of asset classes and strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General tax planning Founder/Business Owner Executive
user avatar

Blake C

Series 65

Cedar Rapids, IA

Cedar Point Capital Partners, LLC

Blake Chance is a financial advisor at Cedar Point Capital Partners, LLC in Cedar Rapids, IA. He holds a Series 65 designation and has been with Cedar Point Capital Partners since 2025. Prior to joining the firm, Blake worked at the University of Iowa and Albia High School. Cedar Point Capital Partners is a registered investment adviser with a five-advisor team serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process that integrates fundamental, quantitative, qualitative, charting, and cyclical analysis across various asset classes, offering portfolio management, financial planning, and retirement plan consulting.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General tax planning Founder/Business Owner Executive
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