Ballheim Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“The hourly fee for these services is $100.00.”

Flat or project fee

$500⁠-⁠$1,000

“Additional charges by an outside entity such as a record keeper or third party administrator will apply. 3 Financial Planning Fees Fixed Fees Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $1,000.”

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

How Ballheim Financial LLC bills

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

• “Refunds require a 30 day written notification of contract termination and will be given on a prorated basis based on the number of days remaining in a quarter at the point of termination.”
• “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”
• “Refunds require a 30 day written notification of contract termination and will be given on a prorated basis based on the number of days remaining in a quarter at the point of termination.”

How Ballheim Financial LLC’s fees compare

• Its hourly rate of $100 is below the Iowa median of $250. 2% of the 47 other Iowa planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$1,000 is below the Iowa median of $3,850. 9% of the 43 other Iowa planners that publish a flat or project fee charge less.

About Ballheim Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 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

1.55% a year

Clients

37

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$32,321,081

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164318

Website

ballheimfinancial.com (opens in new tab)

Phone

(563) 424-5434

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

Compare all 108 planners in Iowa