PlannerFees

Gilbert & Cook, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated March 19, 2026, Gilbert & Cook, Inc. charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“The maximum hourly fee to be charged will not exceed $350.”

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

How Gilbert & Cook, Inc. bills

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

  • “We require a Due Diligence Review fee, which is based on the complexity of the investment, payable in advance in four quarterly installments for one year.”
  • “Our Retirement Plan Consulting services are billed on the percentage of Plan assets under management.”
  • “Upon notice of termination our Firm will process a pro-rata refund of the unearned portion of the advisory fees charged in advance at the beginning of the quarter.”

How Gilbert & Cook, Inc.’s fees compare

  • Its hourly rate of $350 is above the Iowa median of $250. 87% of the 47 other Iowa planners that publish an hourly rate charge less.
  • 7 of the 8 other planners in West Des Moines that publish an hourly rate charge less.

About Gilbert & Cook, Inc.

“Some examples of areas of financial planning analysis are as follows: • • • • • • • • • • Retirement / Cash Flow Analysis: Analysis of current and projected income and expenses, to help clients achieve their retirement goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 32 employees.
  • Founded: 1994 (32 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • College planning
  • Divorce
  • Business owners
  • Cash flow and budgeting

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
1.25% a year
Clients
879
Employees
32
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$1,698,122,274
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
283112
Website
gilbertcook.com (opens in new tab)
Phone
(515) 270-6444

Can advise clients in 18 states: Arizona, California, Colorado, Delaware, Florida, Georgia, Iowa, Illinois, Kansas, Louisiana, Michigan, Minnesota, Missouri, Nebraska, Nevada, Texas, Virginia, Wisconsin

Other planners in West Des Moines that publish fees

Compare all 17 planners in West Des Moines

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