Pira Wealth Management fees and pricing
Financial planner in Coralville, Iowa. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 5, 2026, Pira Wealth Management charges a flat or project fee of $500-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$50,000
“Flat fees range from $500 to $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pira Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee invoice will state the applicable annualized rate(s), the value(s) of the Account upon which the fee is calculated, the manner in which the fee is calculated, and the amount of the fee.”
How Pira Wealth Management’s fees compare
- Its flat or project fee of $500-$50,000 spans the Iowa median of $3,850. 93% of the 43 other Iowa planners that publish a flat or project fee charge less.
About Pira Wealth Management
“The Adviser provides financial planning services where the planning provided is custom tailored to meet the individualized needs of the client.”
- Firm size: 2 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
- Cash flow and budgeting
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
- 1.25% a year
- Clients
- 17
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311967
- Phone
- (319) 382-6486
Other planners in Coralville that publish fees
- Carrie Houchins-Witt Tax and Financial Services LLCCoralville$300/hr
- Storybook FinancialCoralville$250/hr
- 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
Is something on this page wrong or out of date?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.