# Elizabeth Johnson

> Elizabeth Johnson is a fee-only financial advisor at Iowa Wealth Management in West Des Moines, Iowa. Elizabeth focuses on retirement planning. Iowa Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/elizabeth-johnson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Iowa Wealth Management
- **Based in:** West Des Moines, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $123.9M across 377 accounts
- **Specialties:** Retirement planning
- **Works with:** Founders, Physicians, Executives, Retirees, Pre-retirees
- **CRD:** 6148848 (https://adviserinfo.sec.gov/individual/summary/6148848)
- **SEC registration:** Investment adviser representative in IA
- **Exams passed:** Series 63 (2017), Series 65 (2017)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.iowawealth.com

## Frequently asked questions

### Is Elizabeth Johnson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Iowa Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Elizabeth charge for financial advice?

Elizabeth's firm, Iowa Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Elizabeth Johnson based?

Elizabeth Johnson is based in West Des Moines, Iowa.

### What does Elizabeth specialize in?

Elizabeth's specialties include retirement planning. Elizabeth works with founders, physicians, executives, retirees and pre-retirees.

### Is Elizabeth Johnson registered with the SEC?

Yes. Elizabeth Johnson is registered as an investment adviser representative in IA (CRD 6148848), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Iowa Wealth Management manage?

Iowa Wealth Management reports $123.9M across 377 accounts in assets under management.

### How do I contact Elizabeth Johnson?

Through Elizabeth's website, www.iowawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6148848): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://iowawealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.