Custom Wealth Planners fees and pricing

Published fees

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

Flat or project fee

$4,000⁠-⁠$10,000

“Fixed fee rates range between $4,000 and $10,000.”

Monthly fee

$250⁠-⁠$850/mo

“Fees are paid monthly in advance at a rate of $250 - $850 per month.”

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

How Custom Wealth Planners bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Custom Wealth Planners’ fees compare

• Its flat or project fee of $4,000-$10,000 is above the Iowa median of $3,850. 63% of the 43 other Iowa planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Ankeny that publish a flat or project fee charge less.

About Custom Wealth Planners

• Principal: Travis Allen
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®, CPA, ChFC®, and CFA.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

149

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$102,385,581

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326415

Website

customwealthplanners.com (opens in new tab)

Phone

(515) 480-2257

Other planners in Ankeny that publish fees

• Black Mammoth LLCAnkeny$250/hr, $3,000⁠-⁠$12,000
• 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

Compare all 5 planners in Ankeny