Firm
Custom Wealth Planners
Ankeny, Iowa
Fee-only
Custom Wealth Planners 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 3 employees and 149 individual clients, 85 of them high net worth.
- Its average account is about $293,000 (assets it manages divided by its 349 accounts).
Facts
| Based in | Ankeny, Iowa |
|---|---|
| Website | customwealthplanners.com |
| [email protected] | |
| Phone | (515) 480-2257 |
Custom Wealth Planners fees
Custom Wealth Planners 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 · Fixed fees |
|---|---|
| Assets managed | $102 million |
| Individual clients | 64 |
| High-net-worth clients | 85 |
| Accounts managed | 349 |
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | January 26, 2026 |
| SEC record | CRD 326415 |