Firm
Acadia Legacy Group
Clive, Iowa
Fee-only
Acadia Legacy Group at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 4 employees and 45 individual clients, 18 of them high net worth.
- Its average account is about $697,000 (assets it manages divided by its 191 accounts).
Facts
| Based in | Clive, Iowa |
|---|---|
| Website | acadialegacygroup.com |
| Phone | (515) 212-2112 |
Acadia Legacy Group fees
Acadia Legacy Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $133 million |
| Individual clients | 27 |
| High-net-worth clients | 18 |
| Accounts managed | 191 |
| Employees | 4 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-123713) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 291481 |