Cedar Point Capital Partners, LLC
Cedar Point Capital Partners, LLC is a fee-only, fiduciary financial planning and wealth management firm headquartered in Cedar Rapids, Iowa. Founded by local professionals, the firm serves individual, business, and institutional clients, focusing on holistic financial life planning across investments, tax, estate, and retirement planning. Known for its relationship-driven approach and CEFEX fiduciary certification, CPCP emphasizes personalized client service and transparent flat-fee pricing. The firm has 6 employees, most of whom are investment professionals, and serves clients locally and across the United States.
Investment Strategy
Cedar Point Capital Partners applies a holistic, data-driven investment approach focused on building diversified portfolios tailored to client goals. The firm’s philosophy centers on evidence-based strategies, tax optimization, and integrated financial planning, including estate, retirement, insurance, and charitable giving. CPCP emphasizes long-term growth, risk management, and active collaboration with clients, preferring transparent, relationship-focused service over transactional models.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGK | VANGUARD WORLD FD | 8.02% | $12.2M | 30,387 | $260.52 | $402.42 | +$1.0M |
F FNDX | SCHWAB STRATEGIC TR | 7.31% | $11.1M | 423,791 | $20.84 | $26.30 | +$889.0K |
D DFUS | DIMENSIONAL ETF TRUST | 7.15% | $10.9M | 150,534 | $52.14 | $72.44 | +$866.8K |
V VFQY | VANGUARD WELLINGTON FD | 6.82% | $10.4M | 68,961 | $127.12 | $150.82 | +$624.7K |
J JCPB | J P MORGAN EXCHANGE TRADED F | 6.14% | $9.4M | 197,000 | $47.03 | $47.55 | +$233.0K |