Busbee Wealth Advisors LLC fees and pricing

Financial planner in Cedar Rapids, Iowa. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 18, 2026, Busbee Wealth Advisors LLC charges $275 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $275/hr; “Stage 1 - Abundant Picture $2,000- $10,000 Stage 2 - Blueprint and Abundant Organizer Plan $4,000 - $25,000 Projects – Consulting $275 per hour Services are completed and delivered inside of six months contingent upon timely delivery of all required documentation.”

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

“Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“If the Client cancels after five (5) business days, upon review and delivery of the Abundant Blueprint Plan, if any or all of the analysis and recommendations do not meet satisfaction of the client, a full or partial refund will be considered.”

Its hourly rate of $275 is above the Iowa median of $250. 60% of the 47 other Iowa planners that publish an hourly rate charge less.
3 of the 6 other planners in Cedar Rapids that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2022 (4 years).

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: 110
Employees: 1
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $43,788,494
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 305784
Phone: (319) 777-0808

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