Pecaut Wealth Management fees and pricing
Financial planner in Sioux City, Iowa. Registered with the SEC.
According to its Form ADV Part 2A brochure dated November 19, 2025, Pecaut Wealth Management charges a flat or project fee of $7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed November 19, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $7,500
“For these services, Pecaut Wealth Management will charge a one-time financial planning fee, per plan, not to exceed $7,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pecaut Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the valuation of the client account(s).”
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “Payment of Fees Management fees are collected in arrears immediately after the end of each quarter.”
How Pecaut Wealth Management’s fees compare
- Its flat or project fee of $7,500 is above the Iowa median of $3,850. 65% of the 43 other Iowa planners that publish a flat or project fee charge less.
About Pecaut Wealth Management
- Firm size: 6 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 1995 (31 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
- 0.375% a year
- Clients
- 219
- Employees
- 6
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, and other services
- Assets managed
- $381,753,129
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 2997
- Phone
- (712) 252-3268
Can advise clients in 11 states: Arizona, California, Iowa, Illinois, Minnesota, Nebraska, New York, Oregon, South Dakota, Texas, Washington
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.