Simplified Planning and Investments fees and pricing
Financial planner in Johnston, Iowa. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 17, 2026, Simplified Planning and Investments charges $250 an hour and a flat or project fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $1,200
“Ongoing Financial Planning SPI collects an initial fee, no greater than $1,200.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Simplified Planning and Investments bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Simplified Planning and Investments’ 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.
- Its flat or project fee of $1,200 is below the Iowa median of $3,850. 19% of the 43 other Iowa planners that publish a flat or project fee charge less.
About Simplified Planning and Investments
- Principal: Benjamin Geiger
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
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
- 2% a year
- Clients
- 6
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $8,432,251
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338036
- Phone
- (515) 216-4442
Other planners in Johnston that publish fees
- Successful Resource Management, LTD.Johnston$250/hr, $5,000
- 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
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.