Iwealth fees and pricing
Financial planner in Waseca, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Iwealth charges $500 an hour and a flat or project fee of $50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The maximum hourly fee to be charged will not exceed $500.”
- Flat or project fee
- $50,000
“Flat fees will not exceed $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Iwealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For our clients with assets held with LPL Financial LLC (“LPL”), fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “For our clients with assets held with SEI Investments Company (“SEI”), fees are billed on a pro-rata basis quarterly in arrears based on the value of the account(s) on the last day of the previous quarter.”
- “Fees are negotiable and will be deducted from the account(s).”
How Iwealth’s fees compare
- Its hourly rate of $500 is above the Minnesota median of $263. 94% of the 115 other Minnesota planners that publish an hourly rate charge less.
- Its flat or project fee of $50,000 is above the Minnesota median of $5,250. 94% of the 108 other Minnesota planners that publish a flat or project fee charge less.
About Iwealth
- Firm size: 14 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 1.9% a year
- Clients
- 714
- Employees
- 14
- Works with
- Individuals and high net worth individuals
- 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
- $311,606,497
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329980
- Phone
- (507) 835-9111
Can advise clients in 8 states: Arizona, Florida, Iowa, Minnesota, Nebraska, South Dakota, Texas, Wisconsin
Other planners in Minnesota that publish fees
- 360 FinancialWayzata$325/hr, $600-$20,000
- 7TH ST. FinancialChaska$200/hr
- Abbey StreetEden Prairie$250-$1,000/mo
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Aberdour InvestmentsShoreview$80-$250/hr, $250-$5,000
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
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.