Dashle Kelley
Calibrate Wealth · Des Moines, Iowa
Dashle Kelley is a fee-only financial advisor at Calibrate Wealth in Des Moines, Iowa. Calibrate Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Calibrate Wealth |
|---|---|
| Based in | Des Moines, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $250,000 asset minimum |
| Assets under management | $9.5M across 20 accounts |
| SEC registration | Investment adviser representative in IA · CRD 7908343 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.calibratewm.com |
How Dashle's firm compares
- Calibrate Wealth's average account is about $475,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Dashle
Is Dashle Kelley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dashle holds no broker registration, and Calibrate Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dashle charge for financial advice?
Dashle's firm, Calibrate Wealth, reports charging a percentage of assets on its SEC Form ADV.
How much does Dashle charge?
According to Calibrate Wealth's website, checked October 30, 2026: a $250,000 asset minimum.
Where is Dashle Kelley based?
Dashle Kelley is based in Des Moines, Iowa.
Is Dashle Kelley registered with the SEC?
Yes. Dashle Kelley is registered as an investment adviser representative in IA (CRD 7908343), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Calibrate Wealth manage?
Calibrate Wealth reports $9.5M across 20 accounts in assets under management.
How do I contact Dashle Kelley?
Through Dashle's website, www.calibratewm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Calibrate Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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