What Basepoint Wealth LLC does

Basepoint Wealth LLC is a fee-only Registered Investment Advisor regulated by the Securities and Exchange Commission, founded in Cedar Rapids, Iowa in 2017. It provides comprehensive wealth management services — financial planning, investment management, tax planning, retirement plan solutions, estate planning, risk management, and business owner planning — to individuals, families, and business owners across three Iowa offices (Cedar Rapids, Dubuque, Davenport) and virtually nationwide. The firm holds $900 million in assets under management as of June 2026, up from $500 million in 2021, and is led by President and Managing Partner Kate Wallace and Chief Investment Officer and Founding Partner W. Allen Wallace.

The firm operates a wholly-owned subsidiary, Basepoint Tax & Accounting, established in 2021 through a merger with Charter Accounting, PLC (Des Moines) and expanded via the acquisitions of Allen Accounting, PLC (Cedar Rapids, February 2022) and Ledger Plus (Cedar Rapids, December 2022). This subsidiary provides integrated accounting, payroll, tax, and consulting services to individuals, small businesses, and non-profits, and is led by President Ron Detweiler, CPA, CSA. The combined offering positions Basepoint as a unified advisory-plus-tax platform rather than a pure-play investment manager.

Revenue is generated through recurring investment advisory fees on a fee-only fiduciary basis (no commissions), with no public pricing disclosure beyond Form ADV. Distribution is direct-to-client through advisors at the firm's Iowa offices and via virtual relationships nationally, supplemented by thought-leadership channels including The Point Podcast, the Market Bearings commentary series, webinars, and active social media presence. The firm is privately held, founder-owned, and self-funded with no disclosed external institutional investment.

Name

Basepoint Wealth LLC

Legal name

Basepoint Wealth, LLC

Website

https://basepointwealth.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Basepoint Wealth LLC is a fee-only SEC-registered RIA founded in 2017 in Cedar Rapids, Iowa, providing financial planning, investment management, and integrated tax services to individuals, families, and business owners across Iowa and virtually nationwide.

Ownership category

akta.pro rank

Headquarters

HQ city

Cedar Rapids

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: Fee-only registered investment advisor providing investment advisory and related services. As a fiduciary firm, they provide advice without conflicts of interest, operating on a fee basis rather than commissions.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Basepoint Wealth LLC is a fee-only SEC-registered investment advisory (RIA) firm that delivers personalized wealth management to individuals, families, and business owners. Its core services combine financial planning, active investment management, retirement plan solutions, estate planning, risk management, and tax planning (delivered through its subsidiary Basepoint Tax & Accounting), all under a fiduciary standard.

Product overview

Basepoint Wealth LLC is a fee-only fiduciary registered investment advisor (RIA) offering a unified wealth management platform. The core offerings include Financial Planning, Investment Management, Tax Planning, Risk Management, Estate Planning, Business Owner Planning, and Retirement Plan Solutions. The firm also operates Basepoint Tax & Accounting as a subsidiary providing integrated tax and accounting services. Content and insights are delivered through The Point Podcast and Market Bearings commentary series. With $900 million in assets under management, the firm serves clients across four Iowa locations (Cedar Rapids, Dubuque, Davenport) and virtually nationwide.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• Basepoint Tax & AccountingcoreOthersBasepoint Tax & Accounting is a subsidiary company of Basepoint Wealth LLC. It provides comprehensive accounting, payroll, tax, and consulting services to individuals, small businesses, and non-profits. The subsidiary was established through mergers including Charter Accounting, PLC (Des Moines, 2021), Allen Accounting, PLC (Cedar Rapids, February 2022), and Ledger Plus (Cedar Rapids, December 2022). Ron Detweiler, CPA, CSA serves as President of Basepoint Tax & Accounting with over 40 years of accounting experience.

Scale indicators8 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Modera Wealth Management: Fee-only RIA offering comprehensive financial planning, investment management, and tax services to individuals, families, and small businesses. Directly comparable to Basepoint in size, fee-only fiduciary model, and integrated wealth + tax service stack.
• Savant Wealth Management: Midwest-based fee-only RIA offering integrated financial planning, investment management, and tax services to individuals and businesses. Highly comparable to Basepoint in fee-only fiduciary model, regional Midwest footprint, and integrated wealth + tax offering.
• Mariner Wealth Advisors: National fee-based RIA platform offering financial planning, investment advisory, and tax services with strong Midwest roots. Comparable to Basepoint in fee-based fiduciary model and integrated wealth services, but operates at significantly greater scale via PE-backed acquisitions.
• Buckingham Strategic Partners: Fee-only RIA support and partnership platform serving independent advisors with financial planning and investment management services. Comparable to Basepoint on fiduciary, fee-only positioning and HNW client focus, but offers TAMP/affiliation model rather than a single firm.
• Plante Moran Financial Advisors: Fee-only RIA arm of Plante Moran, providing financial planning, investment management, and retirement plan advisory to individuals and businesses. Comparable to Basepoint in fee-only fiduciary model and integrated tax-advisory heritage, with deeper institutional retirement plan capability.
• Wipfli Financial Advisors: Midwest-based RIA affiliated with a top-25 accounting firm, offering financial planning, investment management, and integrated tax/advisory services. Highly comparable to Basepoint's wealth + accounting integration model and similar HNW individual/business-owner client focus.
• Caprock Wealth Strategies: Independent, fee-only RIA offering comprehensive financial planning, investment management, and family office-style services to HNW families. Comparable to Basepoint in fee-only fiduciary model and family-wealth focus, though with a more developed family-office service menu.
• Creative Planning: Large fee-only RIA providing comprehensive financial planning, investment management, and tax services nationally. Directly comparable to Basepoint on fee-only fiduciary positioning, integrated wealth + tax model, and HNW individual/family client focus, though at materially larger scale.

Broad incumbents

• Cerity Partners: Large national fee-only wealth management, tax, and benefits firm serving HNW individuals, families, and institutions. Comparable to Basepoint in fee-only fiduciary positioning and integrated wealth + tax services, but operates as a PE-backed platform with far broader scale and capabilities.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S. offering financial planning, investment management, and retirement plan services to individuals and corporate plans. Comparable in fee-only fiduciary model and broad wealth services, but operates at vastly greater scale and includes a workplace retirement business.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCizdm6KbQjpiIdMMq1HAJxg
• Facebookfacebook.com/basepointwealth
• LinkedInlinkedin.com/company/basepointwealth
• Xx.com/BasepointWealth

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Basepoint Wealth LLC