Successful Resource Management, LTD. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fees are billed at an hourly rate of $250 per hour.”

Flat or project fee

$5,000

“FINANCIAL PLANNING and CONSULTING FIXED FEES Estate Planning Services are offered based on a negotiable fixed fee with a maximum of $5,000 based on complexity and unique client needs.”

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

How Successful Resource Management, LTD. bills

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

• “The fees must be paid within ten (10) days following the conclusion of the calendar quarter which the account is being billed for.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “For termination after five (5) business days, client 5 Successful Resource Management, LLC. will be obligated to pay a pro-rata fee based on the number of days account was managed in the final quarter.”

How Successful Resource Management, LTD.’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.
• Its flat or project fee of $5,000 is above the Iowa median of $3,850. 53% of the 43 other Iowa planners that publish a flat or project fee charge less.

About Successful Resource Management, LTD.

• Firm size: 2 employees.
• Founded: 1989 (37 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• 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

1.5% a year

Clients

111

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$43,336,162

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

110317

Website

srmltd.com (opens in new tab)

Phone

(515) 279-1400

Can advise clients in 3 states: Iowa, Missouri, Texas

Other planners in Johnston that publish fees

• Simplified Planning and InvestmentsJohnston$250/hr, $1,200
• 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

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