Greenstone Wealth Management fees and pricing
Financial planner in Forest City, Iowa. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 19, 2026, Greenstone Wealth Management charges a flat or project fee of $600-$1,000 and a monthly fee of $50 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $600-$1,000
“The fixed fee can range between $600 and $1,000.”
- Monthly fee
- $50/mo
“Ongoing Financial Planning Ongoing Financial Planning as a separate service consists of an upfront charge of $100 and an ongoing fee that is paid monthly, in arrears, at the rate of $50 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Greenstone Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable on a case to case basis.”
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How Greenstone Wealth Management’s fees compare
- Its flat or project fee of $600-$1,000 is below the Iowa median of $3,850. 12% of the 43 other Iowa planners that publish a flat or project fee charge less.
About Greenstone Wealth Management
- Principal: Taylor Wilson
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 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
- Highest asset based fee in brochure
- 1.3% a year
- Clients
- 108
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $43,626,980
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305311
- Phone
- (641) 585-4000
Other planners in Iowa that publish fees
- Acadia Legacy GroupClive$100-$350/hr
- Accel Wealth ManagementWaverly$150-$250/hr, $500
- Actis Wealth ManagementWaukee$200/hr, $1,000-$50,000
- Alba Financial LLCCouncil Bluffs$295/hr, $4,000-$12,500
- Ao Wealth AdvisoryUrbandale$300
- Arnold and Mote Wealth ManagementHiawatha$300/hr, $12,000
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.