Wilon Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“The negotiated hourly fee for these services is between $150 and $350.”

Flat or project fee

$2,500

“The flat fee charged is from $2,500 up to $15,000. 2400 86th Street, Sui te 32, U rbandal e, IA 50322 | 515- 225- 9500 | www .wilonw m.com PAGE 8 Hourly Fees Each client’s fee for service is different and is based on the specific needs and factors involved.”

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

How Wilon Wealth Management 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 full refund of Wilon’s fees, within five business days of signing the Financial Planning Agreement.”
• “Financial planning fees are paid via check.”

How Wilon Wealth Management’s fees compare

• Its hourly rate of $150-$350 spans the Iowa median of $250. 26% of the 47 other Iowa planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Iowa median of $3,850. 30% of the 43 other Iowa planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Urbandale that publish a flat or project fee charge less.

About Wilon Wealth Management

• Firm size: 8 employees.
• Registered as an adviser: 2021 (5 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

Clients

350

Employees

8

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$264,137,161

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

313185

Website

linkedin.com/company/1373095 (opens in new tab)

Phone

(515) 225-9500

Can advise clients in 9 states: Arizona, Florida, Iowa, Illinois, Kansas, Minnesota, Nebraska, South Dakota, Texas

Other planners in Urbandale that publish fees

• Ao Wealth AdvisoryUrbandale$300
• Rockway Wealth PartnersUrbandale$20,000
• Rothamel Wealth Management, LLCUrbandale$250/hr
• Sherrod Wealth ManagementUrbandale$5,000⁠-⁠$20,000, $5,000⁠-⁠$20,000/yr
• Strategic Wealth Solutions, LLCUrbandale$500⁠-⁠$5,000

Compare all 7 planners in Urbandale