Black Mammoth LLC fees and pricing
Financial planner in Ankeny, Iowa. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Black Mammoth LLC charges $250 an hour, a flat or project fee of $3,000-$12,000, and a monthly fee of $500-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The fee for the initial consultation is $250.00 / hour.”
- Flat or project fee
- $3,000-$12,000
“Our fixed fees for the preparation of a financial plan ranges from $3,000 to $12,000.”
- Monthly fee
- $500-$30,000/mo
“Clients who engage the Firm for ongoing financial planning services after a financial plan has been completed, may do so on a fixed fee subscription basis that ranges from $500 - $30,000 / month based on complexity and nature of the services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Black Mammoth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual portfolio management fee is billed and payable, monthly in arrears, based on the balance at the end of the last day of the month.”
- “The client’s first billing cycle will be prorated based on the number of days the client’s account was open and how much was funded into the account during its first month.”
- “Fees for the initial consultation are due and payable in advance of the services rendered.”
How Black Mammoth LLC’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.
- 1 of the 2 other planners in Ankeny that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$12,000 spans the Iowa median of $3,850. 65% of the 43 other Iowa planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Ankeny that publish a flat or project fee charge less.
About Black Mammoth LLC
“We offer discretionary portfolio management services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other business entities.”
- Principal: Stoy Hall
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
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
- Clients
- 26
- Employees
- 1
- Works with
- Individuals and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $2,487,752
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310508
- Phone
- (515) 420-0120
Other planners in Ankeny that publish fees
- Custom Wealth PlannersAnkeny$4,000-$10,000, $250-$850/mo
- Leetown AdvisorsAnkeny$99/hr, $500-$15,000
- Uncommon Wealth Partners, LLCAnkeny$250/hr, $2,500
- Acadia Legacy GroupClive$100-$350/hr
- Accel Wealth ManagementWaverly$150-$250/hr, $500
- Actis Wealth ManagementWaukee$200/hr, $1,000-$50,000
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.