Bradford Financial Center fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“The hourly rate varies from $100 to $500, depending on the number of recommendations implemented, the legal documents needed, legal services needed, and which staff personnel’s time is required.”

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

How Bradford Financial Center bills

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

• “If you terminate your contract within five business days from when you signed it, BFC will refund all fees you have paid for your financial planning services.”
• “If you terminate your contract after five business days of when you signed it, BFC will refund all unearned fees to you based on the time and effort expended by BFC before the termination.”
• “Fees are payable at the time of signing the agreement in advance of written reports and/or consultations.”

How Bradford Financial Center’s fees compare

• Its hourly rate of $100-$500 spans the Iowa median of $250. 66% of the 47 other Iowa planners that publish an hourly rate charge less.

About Bradford Financial Center

• Principal: James W. Tausz
• Firm size: 26 employees.
• Credentials named in the brochure: CPA.
• Founded: 1970 (56 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

2% a year

Clients

699

Employees

26

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$229,709,395

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110953

Website

bradfordfinancialcenter.com (opens in new tab)

Phone

(515) 532-6661

Can advise clients in 25 states: Arkansas, Arizona, California, Colorado, Florida, Iowa, Illinois, Indiana, Kansas, Kentucky, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Jersey, Nevada, Ohio, South Dakota, Tennessee, Texas, Virginia, Washington

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

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