Teacher Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$300/hr

“Financial Planning engagements are offered at an hourly rate between $250 and $300 per hour, depending on complexity.”

Flat or project fee

$500⁠-⁠$5,000

“The fixed fee can range between $500 and $5,000, depending on complexity and the needs of the client.”

Annual fee

$5,000⁠-⁠$6,500/yr

“Fees will range between $5000 and $6500 per year and may be negotiable in certain cases.”

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

How Teacher Wealth bills

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

• “Accounts initiated or terminated during a billing period will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Teacher Wealth’s fees compare

• Its hourly rate of $250-$300 is above the Iowa median of $250. 60% of the 47 other Iowa planners that publish an hourly rate charge less.
• 1 of the 5 other planners in Des Moines that publish an hourly rate charge less.
• 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.
• 1 of the 4 other planners in Des Moines that publish a flat or project fee charge less.
• Its annual fee of $5,000-$6,500 is above the Iowa median of $5,000. 63% of the 8 other Iowa planners that publish an annual fee charge less.

About Teacher Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

68

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$18,169,878

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309400

Website

teacherwealth.com (opens in new tab)

Phone

(515) 985-5500

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
• Taber Asset Management L.L.C.Des Moines$300/hr, $3,500
• Weiss Financial Group, LLCDes Moines$400/hr, $1,000⁠-⁠$5,000

Compare all 9 planners in Des Moines