Weiss Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“An hourly fee of $400 per hour is charged by Weiss Financial Group for financial planning services provided under this arrangement.”

Flat or project fee

$1,000⁠-⁠$5,000

“The minimum fixed fee is generally $1,000, and the maximum fixed fee is generally no more than $5,000.”

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

How Weiss Financial Group, LLC bills

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

• “Any unpaid hourly fees are due immediately upon completion and delivery of the financial plan.”
• “Upon completion and delivery of the financial plan, the fixed fee is considered earned by Weiss Financial Group and any unpaid amount is immediately due.”
• “Fees are due upon your receipt of the invoice sent directly to you.”

How Weiss Financial Group, LLC’s fees compare

• Its hourly rate of $400 is above the Iowa median of $250. 89% of the 47 other Iowa planners that publish an hourly rate charge less.
• 4 of the 5 other planners in Des Moines that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Iowa median of $3,850. 44% of the 43 other Iowa planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Des Moines that publish a flat or project fee charge less.

About Weiss Financial Group, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

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

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

2% a year

Clients

33

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$2,986,279

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

301501

Website

weissfg.com (opens in new tab)

Phone

(515) 779-0674

Other planners in Des Moines that publish fees

• Blackoak Advisors LLCDes Moines$500⁠-⁠$600/hr
• Legacy Financial GroupDes Moines$150⁠-⁠$250/hr, $600⁠-⁠$2,000
• LW Advisors, L.L.C.Des Moines$300/hr, $300⁠-⁠$10,000
• Taber Asset Management L.L.C.Des Moines$300/hr, $3,500
• Teacher WealthDes Moines$250⁠-⁠$300/hr, $500⁠-⁠$5,000

Compare all 9 planners in Des Moines