Strategic Wealth Solutions, LLC fees and pricing
Financial planner in Urbandale, Iowa. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Strategic Wealth Solutions, LLC charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“The range of the fixed fee is generally between $500 to $5,000, depending upon the complexity of a particular client’s financial situation as well as the amount of time required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Strategic Wealth Solutions, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is due upon completion and delivery of the financial plan.”
- “Fees are billed monthly in arrears based on the average daily balance by the 5th business day of each month.”
How Strategic Wealth Solutions, LLC’s fees compare
- Its flat or project fee of $500-$5,000 spans the Iowa median of $3,850. 37% of the 43 other Iowa planners that publish a flat or project fee charge less.
- 2 of the 4 other planners in Urbandale that publish a flat or project fee charge less.
About Strategic Wealth Solutions, LLC
“Strategic Wealth Solutions, LLC (“Adviser”), established in 2016, provides wealth management services. Adviser offers financial planning and personalized investment management services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College 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
- 1.6% a year
- Clients
- 84
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $15,347,422
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327745
- Phone
- (515) 443-9567
Other planners in Urbandale that publish fees
- Ao Wealth AdvisoryUrbandale$300
- Rockway Wealth PartnersUrbandale$20,000
- Rothamel Wealth Management, LLCUrbandale$250/hr
- Sherrod Wealth ManagementUrbandale$5,000-$20,000, $5,000-$20,000/yr
- 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.