Blackoak Advisors LLC fees and pricing
Financial planner in Des Moines, Iowa. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Blackoak Advisors LLC charges $500-$600 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500-$600/hr
“For hourly services, BLACKOAK generally charges clients an hourly rate ranging from $500 to $600 depending on the complexity of the services to be rendered.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blackoak Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These services are typically not included in wealth management and are billed separately.”
- “Projects that are unusually complex, time-intensive, or outside the core financial planning topics (see Item 4) may be billed separately as a fixed-fee or hourly engagement, as agreed in writing.”
- “Fees for investment management and wealth management are billed quarterly in advance based on the value of billable assets as of the last day of the previous calendar quarter.”
How Blackoak Advisors LLC’s fees compare
- Its hourly rate of $500-$600 is above the Iowa median of $250. 98% of the 47 other Iowa planners that publish an hourly rate charge less.
- 5 of the 5 other planners in Des Moines that publish an hourly rate charge less.
About Blackoak Advisors LLC
“Investment Management and Wealth Management BLACKOAK provides investment management either on a stand-alone basis or in conjunction with financial planning as part of a combined wealth management offering at the client’s request.”
- Principal: Matthew S. Ford
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2025.
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% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338349
- Phone
- (515) 493-0005
Other planners in Des Moines that publish fees
- Legacy Financial GroupDes Moines$150-$250/hr, $600-$2,000
- LW Advisors, L.L.C.Des Moines$300/hr, $300-$10,000
- Taber Asset Management L.L.C.Des Moines$300/hr, $3,500
- Teacher WealthDes Moines$250-$300/hr, $500-$5,000
- Weiss Financial Group, LLCDes Moines$400/hr, $1,000-$5,000
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.