Ashland Advisors PLLC fees and pricing
Financial planner in Van Meter, Iowa. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 24, 2026, Ashland Advisors PLLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Firm fees are $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ashland Advisors PLLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are invoiced directly and not deducted from client accounts.”
- “If the Agreement is terminated mid-period, unearned fees will be refunded on a prorated basis.”
How Ashland Advisors PLLC’s fees compare
- Its hourly rate of $250 matches the Iowa median of $250. 26% of the 47 other Iowa planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Ashland Advisors PLLC
“The firm offers non-discretionary investment advisory and financial planning services.”
- 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
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 319577
- Phone
- (507) 330-2133
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
- Arnold and Mote Wealth ManagementHiawatha$300/hr, $12,000
Is something on this page wrong or out of date?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.