Alba Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$295/hr

“Financial Planning engagements are offered at an hourly rate of $295 per hour, depending on complexity.”

Flat or project fee

$4,000⁠-⁠$12,500

“Fees range from $4,000 - $12,500 for any Financial Planning report or Project discussed and agreed upon in advance with the client once ALBAFin has been given the clients complete situational information.”

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

How Alba Financial LLC bills

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

• “The annual fees are negotiable and are pro-rated and paid in arrears monthly, as agreed with the client, and based on the value of portfolio assets of the account managed by the ALBAFin as of the last day of business of the month or quarter.”
• “New account fees will be prorated from the inception of the account to the end of the month or quarter.”
• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Alba Financial LLC’s fees compare

• Its hourly rate of $295 is above the Iowa median of $250. 64% of the 47 other Iowa planners that publish an hourly rate charge less.
• Its flat or project fee of $4,000-$12,500 is above the Iowa median of $3,850. 77% of the 43 other Iowa planners that publish a flat or project fee charge less.

About Alba Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

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

1.5% a year

Clients

27

Employees

1

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, and educational seminars and workshops

Assets managed

$3,802,379

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327309

Website

albafinancialservices.com (opens in new tab)

Phone

(402) 305-6732

Other planners in Iowa that publish fees

• Acadia Legacy GroupClive$100⁠-⁠$350/hr
• Accel Wealth ManagementWaverly$150⁠-⁠$250/hr, $500
• Actis Wealth ManagementWaukee$200/hr, $1,000⁠-⁠$50,000
• 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