Firm
AIM Advisors
Waukee, Iowa
Fee-only
AIM Advisors at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 1 employee and 14 individual clients, 3 of them high net worth.
- Its average account is about $123,000 (assets it manages divided by its 14 accounts).
Facts
| Based in | Waukee, Iowa |
|---|---|
| Phone | (515) 240-2098 |
AIM Advisors fees
AIM Advisors 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 |
|---|---|
| Assets managed | $2 million |
| Individual clients | 11 |
| High-net-worth clients | 3 |
| Accounts managed | 14 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 317933 |