Firm
Calibrate Wealth
Clive, Iowa
Fee-only
Calibrate Wealth 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 18 individual clients.
- Its average account is about $475,000 (assets it manages divided by its 20 accounts).
Facts
| Based in | Clive, Iowa |
|---|---|
| Website | calibratewm.com |
| Phone | (773) 501-4965 |
Calibrate Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $250,000 |
|---|
In the firm's words
"We generally work with clients with at least $250k in investable assets." 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 | Percentage of assets |
|---|---|
| Assets managed | $10 million |
| Individual clients | 18 |
| Accounts managed | 20 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | June 17, 2025 |
| SEC record | CRD 290631 |