Fee-only financial advisors in Iowa who charge hourly or a flat fee
108 fee-only advisers in Iowa offer financial planning for an hourly, fixed or subscription fee. 65 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In Iowa, the median published hourly rate is $250 (48 firms; middle half $250–$300), and the median flat or project fee is $3,850 (44 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $250/hr | $250–$300/hr | 48 firms |
| Flat or project fee | $3,850 | $1,751–$8,250 | 44 firms |
| Annual retainer | $5,000/yr | $4,000–$10,000/yr | 9 firms |
Fee-only advisors in Iowa and their published fees
65 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Acadia Legacy GroupClive | $100–$350/hr | Not published | Not published |
| Accel Wealth ManagementWaverly | $150–$250/hr | $500 | Not published |
| Actis Wealth ManagementWaukee | $200/hr | $1,000–$50,000 | Not published |
| Alba Financial LLCCouncil Bluffs | $295/hr | $4,000–$12,500 | Not published |
| Ao Wealth AdvisoryUrbandale | Not published | $300 | Not published |
| Arnold and Mote Wealth ManagementHiawathaNo AUM fee | $300/hr | $12,000 | Not published |
| Ashland Advisors PLLCVan MeterNo AUM fee | $250/hr | Not published | Not published |
| Ballheim Financial LLCLeclaire | $100/hr | $500–$1,000 | Not published |
| Basepoint Wealth, LLCCedar Rapids | $100–$400/hr | Not published | Not published |
| Benchmark FinancialCedar Falls | $200–$400/hr | Not published | Not published |
| Black Mammoth LLCAnkeny | $250/hr | $3,000–$12,000 | $500–$30,000/mo |
| Blackoak Advisors LLCDes Moines | $500–$600/hr | Not published | Not published |
| Boyle CapitalWest Des Moines | $100–$300/hr | Not published | Not published |
| Bradford Financial CenterClarion | $100–$500/hr | Not published | Not published |
| BSC Capital Partners, LLCWest Des Moines | $150–$350/hr | $500–$5,000 | Not published |
| Busbee Wealth Advisors LLCCedar Rapids | $275/hr | Not published | Not published |
| Carrie Houchins-Witt Tax and Financial Services LLCCoralvilleNo AUM fee | $300/hr | Not published | Not published |
| Cedar Point Capital Partners, LLCCedar Rapids | $500/hr | $10,000 | $10,000/yr |
| Cedar Valley Wealth AdvisorsCedar Falls | Not published | $1,000 | Not published |
| ClearwealthBurlington | Not published | $500–$2,500 | $100–$250/mo |
| Compass Financial ServicesWest Des Moines | $250/hr | Not published | Not published |
| Custom Fit FinancialCedar RapidsNo AUM fee | $250–$350/hr | $3,600–$4,800 | $250–$400/mo |
| Custom Wealth PlannersAnkeny | Not published | $4,000–$10,000 | $250–$850/mo |
| Fencl Advisory Services, LLCCedar Falls | Not published | Not published | $4,000/yr |
| Foster Group, Inc.West Des Moines | Not published | Not published | $600/qtr |
| Gilbert & Cook, Inc.West Des Moines | $350/hr | Not published | Not published |
| Greenstone Wealth ManagementForest City | Not published | $600–$1,000 | $50/mo |
| Gremler Financial CorpCumming | Up to $250/hr | Up to $5,000 | Not published |
| Grit Family Office, LLCCedar Rapids | $250/hr | $25,000–$200,000 | Not published |
| Ignite FinancialCedar FallsNo AUM fee | $250–$400/hr | $1,800–$14,000 | $1,800–$20,000/yr |
| Iowa Wealth Management, LLCWest Des Moines | $270/hr | Not published | Not published |
| Leetown AdvisorsAnkeny | $99/hr | $500–$15,000 | $49–$1,499/mo |
| Legacy Financial GroupDes Moines | $150–$250/hr | $600–$2,000 | Not published |
| Lexington Capital, LLCMarion | Not published | $250 | Not published |
| Lunea Wealth ManagementCedar Rapids | $300/hr | $4,000–$8,000 | Not published |
| LW Advisors, L.L.C.Des Moines | $300/hr | $300–$10,000 | Not published |
| Midwest Heritage Financial AdvisorsWest Des Moines | $100–$300/hr | Not published | Not published |
| Midwestern Financial GroupIowa City | $250/hr | $250–$35,000 | Not published |
| Navigate Financial Planning LLCCedar FallsNo AUM fee | $225/hr | $3,375 | $195/mo |
| Net Worth AdvisorsWaterloo | Not published | Not published | $500/yr |
| Nikulski Financial, Inc.Bettendorf | $150–$350/hr | $500 | Not published |
| Passage Global Capital Management, LLCBettendorf | $400/hr | Not published | $5,000/yr |
| Pecaut Wealth ManagementSioux City | Not published | $7,500 | Not published |
| Pira Wealth ManagementCoralville | Not published | $500–$50,000 | Not published |
| R&v Personal Finance, LLCDecorah | $300/hr | $1–$3,500 | $200–$500/mo |
| Redspire Wealth Management, LLCWest Des Moines | Not published | $2,500–$10,000 | Not published |
| Rockway Wealth PartnersUrbandale | Not published | $20,000 | Not published |
| Rothamel Wealth Management, LLCUrbandale | $250/hr | Not published | Not published |
| Sherrod Wealth ManagementUrbandale | Not published | $5,000–$20,000 | $5,000–$20,000/yr |
| Simplified Planning and InvestmentsJohnston | $250/hr | $1,200 | Not published |
| Stonefield Investment Advisory, Inc.Cedar Rapids | $150–$300/hr | $1,200–$3,000 | Not published |
| Storybook FinancialCoralville | $250/hr | Not published | Not published |
| Strategic Wealth Solutions, LLCUrbandale | Not published | $500–$5,000 | Not published |
| Successful Resource Management, LTD.Johnston | $250/hr | $5,000 | Not published |
| Syverson StregeWest Des Moines | $400/hr | Not published | Not published |
| Taber Asset Management L.L.C.Des Moines | $300/hr | $3,500 | Not published |
| Teacher WealthDes Moines | $250–$300/hr | $500–$5,000 | $5,000–$6,500/yr |
| Total WealthWest Des Moines | $250/hr | $1,500–$20,000 | Not published |
| Tryon Investments, LLCNorth Liberty | Not published | $299–$2,000 | Not published |
| Uncommon Wealth Partners, LLCAnkeny | $250/hr | $2,500 | Up to $2,500/yr |
| Valiant Wealth, LLCWest Des Moines | Not published | $1,000–$15,000 | Not published |
| Van Diest CapitalPolk City | $150–$5,000/hr | $2,000–$100,000 | Not published |
| Vivid Wealth Management, LLCWest Des Moines | $150–$250/hr | Not published | Not published |
| Weiss Financial Group, LLCDes Moines | $400/hr | $1,000–$5,000 | Not published |
| Wilon Wealth ManagementUrbandale | $150–$350/hr | $2,500 | Not published |
No firms match these filters.
Other registered firms that do not publish dollar fees (43)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- 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
- Innovative Wealth Management, LLC, Jesup
- 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
- Russell Wealth Advisors, Boone
- The Life Group Financial Services, Dubuque
- The Planners Professional Services, Inc., West Des Moines
- True Wealth Nation, Carroll
- True Wealth, LLC, Carroll
- Truewealth Stewardship, LLC, Marion
- Vestera Wealth LLC, Peosta
- Visionx Wealth Partners, Fort Dodge
- Wealthspan Partners, LLC, Davenport
- Weis Advisory, Clive
- West Financial Advisors, L.L.C., Des Moines