Net Worth Advisors fees and pricing
Financial planner in Waterloo, Iowa. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Net Worth Advisors charges an annual fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $500/yr
“As mentioned in Item 5, Net Worth requires a minimum annual fee of $500 in connection with its investment consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Net Worth Advisors’ fees compare
- Its annual fee of $500 is below the Iowa median of $5,000. None of the 8 other Iowa planners that publish an annual fee charge less.
About Net Worth Advisors
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2012 (14 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
- Minimum
- $500 minimum fee (stated in brochure)
- Employees
- 2
- Services reported to regulators
- Financial planning, pension consulting, selecting other advisers, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107596
- Phone
- (319) 232-5500
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Is something on this page wrong or out of date?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.