Wealth Iq fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$15,000

“We charge a fixed fee to draft or review a Comprehensive Financial Plan, generally no greater than $15,000.”

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

How Wealth Iq bills

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

• “Fees for all services are negotiable at the advisor’s discretion.”
• “For Do-It-For-Me Investment Management Services, fees will be charged on an AUM basis and are negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Wealth Iq’s fees compare

• Its hourly rate of $350 is above the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Lafayette that publish an hourly rate charge less.
• Its flat or project fee of $15,000 is above the Colorado median of $5,250. 89% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Lafayette that publish a flat or project fee charge less.

About Wealth Iq

• Principal: Aditi Kapadia
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2024 (2 years).

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

0.65% a year

Clients

2

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,324,242

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331880

Website

wealthiqco.com (opens in new tab)

Phone

(773) 620-4446

Can advise clients in 2 states: Colorado, Illinois

Other planners in Lafayette that publish fees

• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Aeom Investments, LLCLafayette$250/hr, $500⁠-⁠$10,000
• Winding Trail Financial Planning, LLCLafayette$250⁠-⁠$600/hr
• Young Wealth PartnersLafayette$300/hr, $500

Compare all 5 planners in Lafayette