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
- Phone
- (515) 240-1222
Other planners in Ankeny that publish fees
- Black Mammoth LLCAnkeny$250/hr, $3,000-$12,000
- Custom Wealth PlannersAnkeny$4,000-$10,000, $250-$850/mo
- Uncommon Wealth Partners, LLCAnkeny$250/hr, $2,500
- Acadia Legacy GroupClive$100-$350/hr
- Accel Wealth ManagementWaverly$150-$250/hr, $500
- Actis Wealth ManagementWaukee$200/hr, $1,000-$50,000
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.