Iowa Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$270/hr

“Financial Planning and Consulting Services Iowa Wealth will charge a flat hourly rate of $270 per hour for CFP Professionals and $125 per hour for Administrative Professionals for financial planning and consulting services.”

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

How Iowa Wealth Management, LLC bills

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

• “The fee for portfolio management services is billed monthly in advance based on the market value of the assets on the last day of the prior month.”
• “As fees are payable in advance, a refund would be prorated from the date of termination to the month end.”

How Iowa Wealth Management, LLC’s fees compare

• Its hourly rate of $270 is above the Iowa median of $250. 57% of the 47 other Iowa planners that publish an hourly rate charge less.
• 6 of the 8 other planners in West Des Moines that publish an hourly rate charge less.

About Iowa Wealth Management, LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.45% a year

Minimum

No minimum stated in brochure

Clients

136

Employees

4

Works with

Individuals, high net worth individuals, investment companies, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$123,925,708

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

286435

Website

iowawealth.com (opens in new tab)

Phone

(515) 225-1924

Can advise clients in 2 states: Iowa, Texas

Other planners in West Des Moines that publish fees

• Boyle CapitalWest Des Moines$100⁠-⁠$300/hr
• BSC Capital Partners, LLCWest Des Moines$150⁠-⁠$350/hr, $500⁠-⁠$5,000
• Compass Financial ServicesWest Des Moines$250/hr
• Foster Group, Inc.West Des Moines$600/qtr
• Gilbert & Cook, Inc.West Des Moines$350/hr
• Midwest Heritage Financial AdvisorsWest Des Moines$100⁠-⁠$300/hr

Compare all 17 planners in West Des Moines