LW Advisors, L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“FINANCIAL PLANNING and CONSULTING LW Advisors charges either a maximum hourly fee of $300 per hour or fixed fee with a range between of $300 to $10,000 for financial planning.”

Flat or project fee

$300⁠-⁠$10,000

From the same sentence as above.

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

How LW Advisors, L.L.C. bills

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

• “Fees are billed quarterly in advance or arrears based on the amount of assets managed as of the last business day of the previous quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “For Clients who are billed in advance, accounts opened or closed mid-billing period, unearned fees will be refunded to the Client.”

How LW Advisors, L.L.C.’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.
• 2 of the 5 other planners in Des Moines that publish an hourly rate charge less.
• Its flat or project fee of $300-$10,000 spans the Iowa median of $3,850. 56% of the 43 other Iowa planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Des Moines that publish a flat or project fee charge less.

About LW Advisors, L.L.C.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 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

1.25% a year

Clients

76

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$35,891,201

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

177512

Website

livweladvisors.com (opens in new tab)

Phone

(515) 446-2484

Other planners in Des Moines that publish fees

• Blackoak Advisors LLCDes Moines$500⁠-⁠$600/hr
• Legacy Financial GroupDes Moines$150⁠-⁠$250/hr, $600⁠-⁠$2,000
• Taber Asset Management L.L.C.Des Moines$300/hr, $3,500
• Teacher WealthDes Moines$250⁠-⁠$300/hr, $500⁠-⁠$5,000
• Weiss Financial Group, LLCDes Moines$400/hr, $1,000⁠-⁠$5,000

Compare all 9 planners in Des Moines