Lunea Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“We charge an hourly fee of $300/hour for Hourly Consulting services.”

Flat or project fee

$4,000⁠-⁠$8,000

“Fixed fee rates range from $4,000 to $8,000.”

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

How Lunea Wealth Management bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Lunea Aurora (Wealth Management Services) The fee is based on a percentage of assets under management and is negotiable.”
• “The annual advisory fee is paid monthly in arrears based on the average daily balance of the Client’s account(s).”

How Lunea Wealth Management’s fees compare

• Its hourly rate of $300 is above the Iowa median of $250. 66% of the 47 other Iowa planners that publish an hourly rate charge less.
• 4 of the 6 other planners in Cedar Rapids that publish an hourly rate charge less.
• Its flat or project fee of $4,000-$8,000 is above the Iowa median of $3,850. 58% of the 43 other Iowa planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Cedar Rapids that publish a flat or project fee charge less.

About Lunea Wealth Management

• Principal: Alexandra Mickelson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

2% a year

Clients

6

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336177

Website

luneawealth.com (opens in new tab)

Phone

(720) 438-0796

Other planners in Cedar Rapids that publish fees

• Basepoint Wealth, LLCCedar Rapids$100⁠-⁠$400/hr
• Busbee Wealth Advisors LLCCedar Rapids$275/hr
• Cedar Point Capital Partners, LLCCedar Rapids$500/hr, $10,000
• Custom Fit FinancialCedar Rapids$250⁠-⁠$350/hr, $3,600⁠-⁠$4,800
• Grit Family Office, LLCCedar Rapids$250/hr, $25,000⁠-⁠$200,000
• Stonefield Investment Advisory, Inc.Cedar Rapids$150⁠-⁠$300/hr, $1,200⁠-⁠$3,000

Compare all 9 planners in Cedar Rapids