Fencl Advisory Services, LLC fees and pricing
Financial planner in Cedar Falls, Iowa. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 9, 2026, Fencl Advisory Services, LLC charges an annual fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $4,000/yr
“The Minimum annual fee for all households is $ 4000.00 A minimum of $400,000 of assets under management is generally required for this service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fencl Advisory Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees under certain circumstances may be negotiable.”
- “Clients’ accounts held at Calton & Associates through Hilltop Securities Inc. will be debited, in arrears quarterly, based upon the market value of the clients account during the second half of the last calendar month of the quarter.”
- “Financial planning fees are dependent upon the specific arrangement reached with the client and are disclosed in advance.”
How Fencl Advisory Services, LLC’s fees compare
- Its annual fee of $4,000 is below the Iowa median of $5,000. 25% of the 8 other Iowa planners that publish an annual fee charge less.
About Fencl Advisory Services, LLC
- Firm size: 3 employees.
- Registered as an adviser: 2000 (26 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $4,000 minimum fee (stated in brochure)
- Clients
- 180
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $101,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 115904
- Phone
- (319) 260-2006
Other planners in Cedar Falls that publish fees
- Benchmark FinancialCedar Falls$200-$400/hr
- Cedar Valley Wealth AdvisorsCedar Falls$1,000
- Ignite FinancialCedar Falls$250-$400/hr, $1,800-$14,000
- Navigate Financial Planning LLCCedar Falls$225/hr, $3,375
Is something on this page wrong or out of date?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.