Actis Wealth Management fees and pricing

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

$200/hr

“Services are offered based on an hourly fee of $200 per hour.”

Flat or project fee

$1,000⁠-⁠$50,000

“Services are offered based on a flat fee between $1,000 and $50,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Actis Wealth Management bills

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

• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Actis Wealth Management’s fees compare

• Its hourly rate of $200 is below the Iowa median of $250. 6% of the 47 other Iowa planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$50,000 spans the Iowa median of $3,850. 95% of the 43 other Iowa planners that publish a flat or project fee charge less.

About Actis Wealth Management

• Principal: Brian Weckman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2001 (25 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

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

3% a year

Clients

64

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$70,017,736

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306794

Website

actiswealth.com (opens in new tab)

Phone

(515) 440-1334

Other planners in Iowa that publish fees

• Acadia Legacy GroupClive$100⁠-⁠$350/hr
• Accel Wealth ManagementWaverly$150⁠-⁠$250/hr, $500
• Alba Financial LLCCouncil Bluffs$295/hr, $4,000⁠-⁠$12,500
• Ao Wealth AdvisoryUrbandale$300
• Arnold and Mote Wealth ManagementHiawatha$300/hr, $12,000
• Ashland Advisors PLLCVan Meter$250/hr

Compare all 108 planners in Iowa