PlannerFees

Uncommon Wealth Partners, LLC fees and pricing

Financial planner in Ankeny, Iowa. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 12, 2026, Uncommon Wealth Partners, LLC charges $250 an hour, a flat or project fee of $2,500, and an annual fee of up to $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“An hourly fee of $250 per hour is charged by Uncommon Wealth Partners, LLC for consulting services.”
Flat or project fee
$2,500
“The minimum fixed fee form a simple Financial Planning engagement is generally $2,500, while the minimum fixed fee for more complex Financial Planning Engagements is generally $2,500.”
Annual fee
Up to $2,500/yr
“The annual planning fee can range from $0 $2,500.”

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

How Uncommon Wealth Partners, LLC bills

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

  • “Uncommon Wealth Partners, LLC financial planning services are charged on a fixed fee schedule which are negotiable and range depending on the complexity of a client’s financial situation.”
  • “If services are terminated within five (5) business days of executing the agreement, services will be terminated without penalty (no fees due and/or a complete refund of any fees paid in advance).”
  • “Uncommon Wealth Partners, LLC will provide a billing statement summarizing all charges and an explanation of the pro-rated refund due to client or the pro-rated charges due from client.”

How Uncommon Wealth Partners, LLC’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.
  • 1 of the 2 other planners in Ankeny that publish an hourly rate charge less.
  • Its flat or project fee of $2,500 is below the Iowa median of $3,850. 30% of the 43 other Iowa planners that publish a flat or project fee charge less.
  • None of the 3 other planners in Ankeny that publish a flat or project fee charge less.
  • Its annual fee of up to $2,500 is below the Iowa median of $5,000. 13% of the 8 other Iowa planners that publish an annual fee charge less.

About Uncommon Wealth Partners, LLC

“When providing financial planning services, the role of your investment adviser representative is to find ways to help you understand your overall financial situation and help you set financial objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Clients
223
Employees
2
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$46,700,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
288676
Website
uncommonwealth.com (opens in new tab)
Phone
(515) 650-3009

Can advise clients in 2 states: Iowa, Louisiana

Other planners in Ankeny that publish fees

Compare all 5 planners in Ankeny

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.