Basepoint Wealth is a fee-only Registered Investment Advisory firm, regulated by the Securities and Exchange Commission (SEC). At Basepoint Wealth, we work under the highest fiduciary standard to develop a plan that sets you on your own unique path to success. Your interests are always at the core of what we do. No exceptions. No exemptions. We are one of the Corridor's largest fee-only Registered Investment Advisors. Basepoint Wealth is dedicated to providing clear and independent advice, efficient and accurate implementation, and service that continuously sets a new standard for wealth management. Our number one priority is to be your advocate and provide you with the transparency you need to achieve success with confidence.
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The Basepoint Wealth annual revenue was $5.6 million in 2026.
Allen Wallace is the Chief Investment Officer of Basepoint Wealth.
22 people are employed at Basepoint Wealth.
Basepoint Wealth is based in Cedar Rapids, Iowa.
The NAICS codes for Basepoint Wealth are [5239, 52, 52393, 523].
The SIC codes for Basepoint Wealth are [62, 628].