Lexington Capital, LLC fees and pricing
Financial planner in Marion, Iowa. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 28, 2026, Lexington Capital, LLC charges a flat or project fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250
“The fixed rate for creating client financial plans is $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lexington Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of LexCap's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of LexCap’s fees, within five business days of signing the Financial Planning Agreement.”
- “Subadviser fees may be withdrawn from client’s accounts or clients may be invoiced for such fees in arrears or advance, as disclosed in each contract between LexCap and the applicable third-party adviser.”
How Lexington Capital, LLC’s fees compare
- Its flat or project fee of $250 is below the Iowa median of $3,850. None of the 43 other Iowa planners that publish a flat or project fee charge less.
About Lexington Capital, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2011 (15 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
- 1.6% a year
- Clients
- 22
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
- Assets managed
- $12,617,662
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 287930
- Phone
- (612) 799-0661
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.