Flat fee financial advisors in Iowa
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Iowa is $5,075, from 40 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,500-$10,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $5,075 | $2,500-$10,000 | 40 firms |
Flat fee financial advisors in Iowa and their published fees
40 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| R&v Personal Finance, LLCDecorah | $300/hr | $1-$3,500 | $200-$500/mo |
| Lexington Capital, LLCMarion | Not published | $250 | Not published |
| Midwestern Financial GroupIowa City | $250/hr | $250-$35,000 | Not published |
| Tryon Investments, LLCNorth Liberty | Not published | $299-$2,000 | Not published |
| Ao Wealth AdvisoryUrbandale | Not published | $300 | Not published |
| LW Advisors, L.L.C.Des Moines | $300/hr | $300-$10,000 | Not published |
| Accel Wealth ManagementWaverly | $150-$250/hr | $500 | Not published |
| Ballheim Financial LLCLeclaire | $100/hr | $500-$1,000 | Not published |
| BSC Capital Partners, LLCWest Des Moines | $150-$350/hr | $500-$5,000 | Not published |
| ClearwealthBurlington | Not published | $500-$2,500 | $100-$250/mo |
| Leetown AdvisorsAnkeny | $99/hr | $500-$15,000 | $49-$1,499/mo |
| Nikulski Financial, Inc.Bettendorf | $150-$350/hr | $500 | Not published |
| Pira Wealth ManagementCoralville | Not published | $500-$50,000 | Not published |
| Strategic Wealth Solutions, LLCUrbandale | Not published | $500-$5,000 | Not published |
| Teacher WealthDes Moines | $250-$300/hr | $500-$5,000 | $5,000-$6,500/yr |
| Greenstone Wealth ManagementForest City | Not published | $600-$1,000 | $50/mo |
| Actis Wealth ManagementWaukee | $200/hr | $1,000-$50,000 | Not published |
| Valiant Wealth, LLCWest Des Moines | Not published | $1,000-$15,000 | Not published |
| Simplified Planning and InvestmentsJohnston | $250/hr | $1,200 | Not published |
| Total WealthWest Des Moines | $250/hr | $1,500-$20,000 | Not published |
| Ignite FinancialCedar FallsNo AUM fee | $250-$400/hr | $1,800-$14,000 | $1,800-$20,000/yr |
| Van Diest CapitalPolk City | $150-$5,000/hr | $2,000-$100,000 | Not published |
| Redspire Wealth Management, LLCWest Des Moines | Not published | $2,500-$10,000 | Not published |
| Uncommon Wealth Partners, LLCAnkeny | $250/hr | $2,500 | Up to $2,500/yr |
| Wilon Wealth ManagementUrbandale | $150-$350/hr | $2,500 | Not published |
| Black Mammoth LLCAnkeny | $250/hr | $3,000-$12,000 | $500-$30,000/mo |
| Navigate Financial Planning LLCCedar FallsNo AUM fee | $225/hr | $3,375 | $195/mo |
| Taber Asset Management L.L.C.Des Moines | $300/hr | $3,500 | Not published |
| Custom Fit FinancialCedar RapidsNo AUM fee | $250-$350/hr | $3,600-$4,800 | $250-$400/mo |
| Alba Financial LLCCouncil Bluffs | $295/hr | $4,000-$12,500 | Not published |
| Custom Wealth PlannersAnkeny | Not published | $4,000-$10,000 | $250-$850/mo |
| Lunea Wealth ManagementCedar Rapids | $300/hr | $4,000-$8,000 | Not published |
| Gremler Financial CorpCumming | Up to $250/hr | Up to $5,000 | Not published |
| Sherrod Wealth ManagementUrbandale | Not published | $5,000-$20,000 | $5,000-$20,000/yr |
| Successful Resource Management, LTD.Johnston | $250/hr | $5,000 | Not published |
| Pecaut Wealth ManagementSioux City | Not published | $7,500 | Not published |
| Cedar Point Capital Partners, LLCCedar Rapids | $500/hr | $10,000 | $10,000/yr |
| Arnold and Mote Wealth ManagementHiawathaNo AUM fee | $300/hr | $12,000 | Not published |
| Rockway Wealth PartnersUrbandale | Not published | $20,000 | Not published |
| Grit Family Office, LLCCedar Rapids | $250/hr | $25,000-$200,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (52)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Acadia Legacy Group, Clive
- Basepoint Wealth, LLC, Cedar Rapids
- Benchmark Financial, Cedar Falls
- Blackoak Advisors LLC, Des Moines
- Bradford Financial Center, Clarion
- Busbee Wealth Advisors LLC, Cedar Rapids
- Fencl Advisory Services, LLC, Cedar Falls
- Foster Group, Inc., West Des Moines
- Gilbert & Cook, Inc., West Des Moines
- Midwest Heritage Financial Advisors, West Des Moines
- Net Worth Advisors, Waterloo
- Passage Global Capital Management, LLC, Bettendorf
- Storybook Financial, Coralville
- Syverson Strege, West Des Moines
- Aegis Wealth Management, Inc., Guthrie Center
- Altitude Capital Management LLC, Des Moines
- Apexedge LLC, Grimes
- Balanced Investment Advisors, LLC, Cedar Rapids,
- Ballast Capital Advisors, LLC, West Des Moines
- Bridgeway Wealth Management, LLC, Cedar Rapids
- Clarity Asset Management, Inc., Ames
- Compass Lighthouse Capital, LLC, Orange City
- Dentist Exit Planning, Windsor Heights
- DRG Financial, LLC, Clear Lake
- Five Talents Financial Management Group LLC, West Des Moines
- Forrest Financial Services, Windsor Heights
- Hart Wealth Management, West Des Moines
- Heartland Financial Services, LTD., Cedar Falls
- Highland Wealth Management, Cedar Falls
- Independent Wealth Network, Inc., Urbandale
- Integrity Wealth Management LLC, Waukee
- Investment Consulting Group Inc, Davenport
- Kane Company Wealth Management, Inc., Johnston
- Keystone Wealth Management, Waterloo
- LSB Wealth Management, Ankeny
- Merkle Retirement Planning, Grimes
- Northwest Wealth Management, LLC, Spencer
- Oasis Advisors, Forest City
- Omni Wealth Management, Waukee
- Paladin Wealth Partners, Clive
- Palen Financial LLC, Davenport
- Penn Advisory Group Inc., Mount Vernon
- Peterson Financial Group, Inc., Des Moines
- Plan2thrive Financial, Eldridge
- Retireright Consulting Group, West Des Moines
- The Planners Professional Services, Inc., West Des Moines
- True Wealth Nation, Carroll
- True Wealth, LLC, Carroll
- Truewealth Stewardship, LLC, Marion
- Vestera Wealth LLC, Peosta
- Wealthspan Partners, LLC, Davenport
- Weis Advisory, Clive