Van Diest Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$5,000/hr

“The negotiated hourly fee for these services is between $150 and $5,000.”

Flat or project fee

$2,000⁠-⁠$100,000

“The rate for retirement planning is between $2,000 and $100,000.”

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

How Van Diest Capital bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of VDC's fees within five business days of signing the Investment Advisory Contract.”
• “In the event, VDC fails to refund unearned prorated fees within the 15-day time period, VDC will pay client interest on the unreturned fees as provided in the Investment Advisory Contract.”

How Van Diest Capital’s fees compare

• Its hourly rate of $150-$5,000 spans the Iowa median of $250. 100% of the 47 other Iowa planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$100,000 spans the Iowa median of $3,850. 98% of the 43 other Iowa planners that publish a flat or project fee charge less.

About Van Diest Capital

• Firm size: 8 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• 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

1.35% a year

Clients

429

Employees

8

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

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

Assets managed

$144,104,427

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

334743

Website

linkedin.com/company/vandiestcapital (opens in new tab)

Phone

(515) 620-2085

Can advise clients in 6 states: Iowa, Louisiana, Minnesota, Missouri, Nebraska, Texas

Other planners in Iowa that publish fees

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• Actis Wealth ManagementWaukee$200/hr, $1,000⁠-⁠$50,000
• Alba Financial LLCCouncil Bluffs$295/hr, $4,000⁠-⁠$12,500
• Ao Wealth AdvisoryUrbandale$300
• Arnold and Mote Wealth ManagementHiawatha$300/hr, $12,000

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