Rothamel Wealth Management, LLC fees and pricing
Financial planner in Urbandale, Iowa. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Rothamel Wealth Management, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“An hourly fee of $250 per hour is charged by Rothamel Wealth Management for financial planning services under this arrangement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rothamel Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “When fees are billed in arrears, Rothamel Wealth Management will prorate the final fee payment based on the number of days services are provided during the final period.”
- “The fee is due upon receipt of the invoice.”
How Rothamel Wealth Management, LLC’s fees compare
- Its hourly rate of $250 matches the Iowa median of $250. 26% of the 47 other Iowa planners that publish an hourly rate charge less.
About Rothamel Wealth Management, LLC
“When providing financial planning and consulting services, we work with you on a one-on-one basis through interviews and questionnaires to determine your investment objectives and suitability information.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 108
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $40,281,741
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 302081
- Phone
- (515) 491-5380
Other planners in Urbandale that publish fees
- Ao Wealth AdvisoryUrbandale$300
- Rockway Wealth PartnersUrbandale$20,000
- 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
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.