Elizabeth Johnson
Iowa Wealth Management · West Des Moines, Iowa
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.
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Specialties
Who they serve
- Founders
- Physicians
- Executives
- Retirees
- Pre-retirees
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 |
| Assets under management | $123.9M across 377 accounts |
| SEC registration | Investment adviser representative in IA · CRD 6148848 |
| Exams passed | Series 63 (2017) · Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.iowawealth.com |
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Questions about Elizabeth
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.
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
- Iowa Wealth Management 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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