Leetown Advisors fees and pricing

Financial planner in Ankeny, Iowa. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 26, 2026, Leetown Advisors charges $99 an hour, a flat or project fee of $500⁠-⁠$15,000, and a monthly fee of $49⁠-⁠$1,499 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$99/hr
“Financial Planning engagements and projects can be provided at an hourly rate between $99 - 500 per hour, depending on complexity.”
Flat or project fee
$500⁠-⁠$15,000
“The fixed fee can range between $500 and $15,000.”
Monthly fee
$49⁠-⁠$1,499/mo
“Comprehensive Financial Planning 8 Comprehensive Financial Planning consists of an ongoing fee that is paid monthly, in advance, at the rate of $49 $1,499 per month.”

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

How Leetown Advisors bills

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

  • “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.”
  • “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Leetown Advisors’ fees compare

  • Its hourly rate of $99 is below the Iowa median of $250. None of the 47 other Iowa planners that publish an hourly rate charge less.
  • None of the 2 other planners in Ankeny that publish an hourly rate charge less.
  • Its flat or project fee of $500-$15,000 spans the Iowa median of $3,850. 70% of the 43 other Iowa planners that publish a flat or project fee charge less.
  • 3 of the 3 other planners in Ankeny that publish a flat or project fee charge less.

About Leetown Advisors

  • Principal: Kyle Thompson
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2017 (9 years).

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
1.5% a year
Clients
60
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions
Assets managed
$12,538,729
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
289361
Website
leetownadvisors.com (opens in new tab)
Phone
(515) 240-1222

Other planners in Ankeny that publish fees

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