Arnold & Mote Wealth Management
Hiawatha, Iowa
Arnold & Mote Wealth Management at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 6 employees and 133 individual clients, 53 of them high net worth.
- Its average account is about $288,000 (assets it manages divided by its 585 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Hiawatha, Iowa |
|---|---|
| Website | arnoldmotewealthmanagement.com |
| [email protected] | |
| Phone | (319) 393-4020 |
Questions about Arnold & Mote Wealth Management
How much does Arnold & Mote Wealth Management charge?
Arnold & Mote Wealth Management publishes these prices: ongoing planning: from $4,800 a year; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Arnold & Mote Wealth Management paid?
Arnold & Mote Wealth Management's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Arnold & Mote Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Arnold & Mote Wealth Management, and 2 hold the CFP.
What is the average account at Arnold & Mote Wealth Management?
Arnold & Mote Wealth Management's average account is about $288,000. That's the assets on its Form ADV divided by its 585 accounts.
What does Arnold & Mote Wealth Management specialize in?
Arnold & Mote Wealth Management's advisors and website list retirement planning and estate & legacy planning.
Is Arnold & Mote Wealth Management accepting new clients?
Yes, according to Arnold & Mote Wealth Management's website, checked October 28, 2026.
Does Arnold & Mote Wealth Management work with clients virtually?
Yes. Arnold & Mote Wealth Management's website says it works with clients virtually.
Arnold & Mote Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,800 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee |
In the firm's words
"The annual fee is based on plan complexity, typically $4,800." source
"$0 to $500,000 1.00%" source
"The annual fee is split into quarterly amounts and paid from your Charles Schwab accounts." source
"Arnold & Mote Wealth Management is a flat fee, fiduciary financial planning firm" source
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $168 million |
| Individual clients | 80 |
| High-net-worth clients | 53 |
| Accounts managed | 585 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-123293) |
| Financial planning | Offered |
| Form ADV filed | July 24, 2026 |
| SEC record | CRD 283698 |
Advisors at this firm (3)
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