PlannerFees

Midwest Heritage Financial Advisors fees and pricing

Financial planner in West Des Moines, Iowa. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 2, 2026, Midwest Heritage Financial Advisors charges $100⁠-⁠$300 an hour for financial planning.

Published fees

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

Hourly rate
$100⁠-⁠$300/hr
“The fees generally range from $100 to $300 per hour.”

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

How Midwest Heritage Financial Advisors bills

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

  • “These fees are negotiable, depending upon the level and scope of the services and the professional rendering the financial planning services.”
  • “The agreement for financial planning services terminates upon delivery of the analysis or review.”
  • “Any fees owed to the firm upon termination will be billed to the client at that time.”

How Midwest Heritage Financial Advisors’ fees compare

  • Its hourly rate of $100-$300 spans the Iowa median of $250. 6% of the 47 other Iowa planners that publish an hourly rate charge less.
  • None of the 8 other planners in West Des Moines that publish an hourly rate charge less.

About Midwest Heritage Financial Advisors

“Sound financial planning services can help clients identify the strengths and weaknesses of their long-term financial health. We assist clients with the management of their portfolios to ensure longevity through retirement while at the same time providing needed income.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Equity compensation

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
1.2% a year
Minimum
No minimum stated in brochure
Clients
334
Employees
6
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$398,657,041
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
306308
Website
midwestheritage.com/investments (opens in new tab)
Phone
(515) 246-8378

Can advise clients in 9 states: Arizona, Florida, Iowa, Illinois, Kansas, Missouri, Nebraska, South Dakota, Texas

Other planners in West Des Moines that publish fees

Compare all 17 planners in West Des Moines

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.