Ao Wealth Advisory fees and pricing
Financial planner in Urbandale, Iowa. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 10, 2026, Ao Wealth Advisory charges a flat or project fee of $300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $300
“Financial Planning and Consulting Services As part of certain arrangements, AO Wealth will charge a monthly service fee that will not exceed $300 for financial planning and consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ao Wealth Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Such fees shall become due and payable immediately.”
- “The typical fee for portfolio management services is billed quarterly in advance based on the market value of the assets on the last day of the previous quarter.”
- “As fees are payable in advance, a refund would be prorated from the date of termination.”
How Ao Wealth Advisory’s fees compare
- Its flat or project fee of $300 is below the Iowa median of $3,850. 2% of the 43 other Iowa planners that publish a flat or project fee charge less.
- None of the 4 other planners in Urbandale that publish a flat or project fee charge less.
About Ao Wealth Advisory
- Firm size: 7 employees.
- Credentials named in the brochure: CFP®, CPA, ChFC®, and CFA.
- Registered as an adviser: 2021 (5 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
- Minimum
- No minimum stated in brochure
- Clients
- 298
- Employees
- 7
- Works with
- Individuals, high net worth 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, and educational seminars and workshops
- Assets managed
- $213,203,341
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288301
- Phone
- (515) 224-7849
Other planners in Urbandale that publish fees
- Rockway Wealth PartnersUrbandale$20,000
- Rothamel Wealth Management, LLCUrbandale$250/hr
- Sherrod Wealth ManagementUrbandale$5,000-$20,000, $5,000-$20,000/yr
- Strategic Wealth Solutions, LLCUrbandale$500-$5,000
- Wilon Wealth ManagementUrbandale$150-$350/hr, $2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.