Basepoint Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$400/hr

“For separately billed engagements, financial planning and consulting services are offered at an hourly rate ranging from $100 to $400 per hour or as a fixed engagement fee.”

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

How Basepoint Wealth, LLC bills

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

• “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “The amount due is calculated by multiplying the average daily balance (total of each day’s balance for the billing cycle divided by the total number of days in the billing cycle) by the monthly fee (annual fee divided by 12) in arrears.”

How Basepoint Wealth, LLC’s fees compare

• Its hourly rate of $100-$400 spans the Iowa median of $250. 26% of the 47 other Iowa planners that publish an hourly rate charge less.
• 1 of the 6 other planners in Cedar Rapids that publish an hourly rate charge less.

About Basepoint Wealth, LLC

• Firm size: 24 employees.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

1,242

Employees

24

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$883,834,872

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

289538

Website

basepointwealth.com (opens in new tab)

Phone

(319) 826-1898

Can advise clients in 14 states: Arizona, California, Colorado, Florida, Iowa, Illinois, Kansas, Louisiana, Minnesota, Missouri, Nebraska, Tennessee, Texas, Wisconsin

Other planners in Cedar Rapids that publish fees

• Busbee Wealth Advisors LLCCedar Rapids$275/hr
• Cedar Point Capital Partners, LLCCedar Rapids$500/hr, $10,000
• Custom Fit FinancialCedar Rapids$250⁠-⁠$350/hr, $3,600⁠-⁠$4,800
• Grit Family Office, LLCCedar Rapids$250/hr, $25,000⁠-⁠$200,000
• Lunea Wealth ManagementCedar Rapids$300/hr, $4,000⁠-⁠$8,000
• Stonefield Investment Advisory, Inc.Cedar Rapids$150⁠-⁠$300/hr, $1,200⁠-⁠$3,000

Compare all 9 planners in Cedar Rapids