Foster Group, Inc. fees and pricing

Firm size: 93 employees.
Registered as an adviser: 1991 (35 years).

Financial planner in West Des Moines, Iowa. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 25, 2026, Foster Group, Inc. charges a quarterly fee of $600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $600/qtr; “Clients are subject to a minimum quarterly fee of $600.”

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

“For administrative efficiency, Advisor may collect fees payable to these tax practitioners and pass them along to the tax practitioner.”
“Fees are generally payable quarterly, in advance, and are calculated as a percentage of the ending asset value from the previous quarter unless the plan has agreed on another compensation method with the party administrator.”
“Fees are payable upon the completion of the consulting project.”

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
Clients: 1,956
Employees: 93
Works with: Individuals, high net worth individuals, charities, businesses, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $4,775,514,804
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 107148
Website: facebook.com/fostergrp (opens in new tab)
Phone: (515) 226-9000

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