Vivid Wealth Management, LLC fees and pricing
Financial planner in West Des Moines, Iowa. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Vivid Wealth Management, LLC charges $150-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“The negotiated hourly fee for these services is between $150 and $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vivid Wealth Management, LLC 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 VWML’s fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of VWML’s fees, within five business days Form ADV 2A 03/26 Page 6 of 17 of signing the Financial Planning Agreement.”
How Vivid Wealth Management, LLC’s fees compare
- Its hourly rate of $150-$250 is below the Iowa median of $250. 6% of the 47 other Iowa planners that publish an hourly rate charge less.
- None of the 8 other planners in West Des Moines that publish an hourly rate charge less.
About Vivid Wealth Management, LLC
- Firm size: 3 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 434
- Employees
- 3
- 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
- $290,878,048
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322974
- Phone
- (515) 480-7593
Other planners in West Des Moines that publish fees
- Boyle CapitalWest Des Moines$100-$300/hr
- BSC Capital Partners, LLCWest Des Moines$150-$350/hr, $500-$5,000
- Compass Financial ServicesWest Des Moines$250/hr
- Foster Group, Inc.West Des Moines$600/qtr
- Gilbert & Cook, Inc.West Des Moines$350/hr
- Iowa Wealth Management, LLCWest Des Moines$270/hr
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.