Taber Asset Management L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“We charge an hourly fee of $300 for General Financial Planning and advice, with a $300 initial retainer due upon execution of the agreement.”

Flat or project fee

$3,500

“We charge a minimum of $3,500 for a comprehensive financial plan, with half paid upon execution of the agreement and the remaining balance to be paid upon delivery of the financial plan.”

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

How Taber Asset Management L.L.C. bills

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

• “Fees are payable quarterly in advance and such fees are deducted from client's account(s) quarterly within thirty (30) days of the beginning of the calendar quarter.”
• “This notice is not a billing invoice and does not require a response.”
• “Payment is due upon the receipt of an invoice from the Advisor.”

How Taber Asset Management L.L.C.’s fees compare

• Its hourly rate of $300 is above the Iowa median of $250. 66% of the 47 other Iowa planners that publish an hourly rate charge less.
• 2 of the 5 other planners in Des Moines that publish an hourly rate charge less.
• Its flat or project fee of $3,500 is below the Iowa median of $3,850. 49% of the 43 other Iowa planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Des Moines that publish a flat or project fee charge less.

About Taber Asset Management L.L.C.

• Firm size: 4 employees.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning

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

1.25% a year

Clients

101

Employees

4

Works with

High net worth individuals and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$110,023,313

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

115849

Website

twitter.com/wetaber (opens in new tab)

Phone

(515) 557-1860

Other planners in Des Moines that publish fees

• Blackoak Advisors LLCDes Moines$500⁠-⁠$600/hr
• Legacy Financial GroupDes Moines$150⁠-⁠$250/hr, $600⁠-⁠$2,000
• LW Advisors, L.L.C.Des Moines$300/hr, $300⁠-⁠$10,000
• Teacher WealthDes Moines$250⁠-⁠$300/hr, $500⁠-⁠$5,000
• Weiss Financial Group, LLCDes Moines$400/hr, $1,000⁠-⁠$5,000

Compare all 9 planners in Des Moines