Arnold and Mote Wealth Management fees and pricing
Financial planner in Hiawatha, Iowa. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 15, 2026, Arnold and Mote Wealth Management charges $300 an hour and a flat or project fee of $12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our hourly rate is $300.”
- Flat or project fee
- $12,000
“Our flat fee for Wealth Management services ranges between $12,000 (for individuals) and $13,600 (for couples) per year but may be more or less depending on the complexity of the client’s situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Arnold and Mote Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are paid in arrears on a quarterly basis.”
- “Fees may be negotiable under some circumstances and some fees may vary by Client for similar services.”
- “The fixed fee is up to $10,000 per year and is due pro-rata monthly or quarterly, in arrears.”
How Arnold and Mote Wealth Management’s fees compare
- Its hourly rate of $300 is above the Iowa median of $250. 66% of the 47 other Iowa planners that publish an hourly rate charge less.
- Its flat or project fee of $12,000 is above the Iowa median of $3,850. 84% of the 43 other Iowa planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Arnold and Mote Wealth Management
- Firm size: 6 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 133
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $168,230,596
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283698
- Phone
- (319) 393-4020
Can advise clients in 6 states: California, Iowa, Illinois, Louisiana, Minnesota, Texas
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
- Alba Financial LLCCouncil Bluffs$295/hr, $4,000-$12,500
- Ao Wealth AdvisoryUrbandale$300
- Ashland Advisors PLLCVan Meter$250/hr
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.