Wealthspan Partners, LLC fees
Financial planner in Davenport, Iowa. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 20, 2026, Wealthspan Partners, LLC (Davenport, IA) charges up to $200 an hour for financial planning.
- Website: wealthspanpartners.com (opens in new tab)
- Call (563) 723-7301
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 20, 2026. Fees can change.
- Hourly rate
- Up to $200/hr
Capped at $200, at or below the Iowa median of $287.
“Project-based finanancial planning engagements may be offered at an hourly rate of up to $200 per hour or a fixed engagement fee.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab), CPA, and CFA
- Team size
- 6 employees
- Registered since
- 2018 (8 years)
How Wealthspan Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable at the sole discretion of the Advisor, based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 526
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $451 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 20, 2026
- CRD number
- 297712 (opens in new tab)
- Phone
- (563) 723-7301
Registered or notice filed in 11 states: Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Louisiana, Minnesota, Nebraska, Texas, Wisconsin
More planners in Iowa that publish fees
- Valiant Wealth, LLCWest Des MoinesFlat $1,000-$15,000
- Midwestern Financial GroupIowa CityFlat $250-$35,000
- Greenstone Wealth ManagementForest CityFlat $600-$1,000, Monthly $50/mo
- Navigate Financial Planning LLCCedar FallsHourly $225/hr, Flat $3,375
- Acadia Legacy GroupCliveHourly $100-$350/hr
- Simplified Planning and InvestmentsJohnstonHourly $250/hr, Monthly $100-$600/mo
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.