Rockway Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$20,000

“Rate Fee - The maximum fixed rate fee is $20,000. o One-time fee; or o Annual fee payable in arrears at the end of each quarter or semi-annual period.”

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

How Rockway Wealth Partners bills

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

• “The fee in the first period of the agreement shall be prorated from the inception date to the end of the first period.”
• “The final fee due is calculated on a prorated basis up to the date of termination.”
• “Asset Based Fee - The fee is annualized and payable in arrears at the end of each quarter or semiannual period based on the period ending value of the assets.”

How Rockway Wealth Partners’ fees compare

• Its flat or project fee of $20,000 is above the Iowa median of $3,850. 91% of the 43 other Iowa planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Urbandale that publish a flat or project fee charge less.

About Rockway Wealth Partners

• Firm size: 6 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 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

1.5% a year

Minimum

$10,000 minimum fee (stated in brochure)

Clients

107

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$26,573,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315419

Website

rockwaywealth.com (opens in new tab)

Phone

(515) 414-7373

Can advise clients in 2 states: Iowa, Missouri

Other planners in Urbandale that publish fees

• Ao Wealth AdvisoryUrbandale$300
• Rothamel Wealth Management, LLCUrbandale$250/hr
• Sherrod Wealth ManagementUrbandale$5,000⁠-⁠$20,000, $5,000⁠-⁠$20,000/yr
• Strategic Wealth Solutions, LLCUrbandale$500⁠-⁠$5,000
• Wilon Wealth ManagementUrbandale$150⁠-⁠$350/hr, $2,500

Compare all 7 planners in Urbandale