Acadia Legacy Group fees and pricing

Financial planner in Clive, Iowa. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 16, 2026, Acadia Legacy Group charges $100⁠-⁠$350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$350/hr; “The Adviser may also charge an hourly rate which will vary from $100 to $350 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Client fees for specific services may be charged in advance as described below.”
“Fees are quoted in advance and based upon the complexity of advisory services requested, number of anticipated meetings and written reports, number of staff persons needed to complete a project and other factors.”
“Any unpaid Financial Planning Agreement fees are due quarterly in arrears.”

Its hourly rate of $100-$350 spans the Iowa median of $250. 19% of the 47 other Iowa planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.75% a year
Clients: 45
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Assets managed: $133,192,237
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 291481
Website: acadialegacygroup.com (opens in new tab)
Phone: (515) 212-2112

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