Firm
Greenstone Wealth Management
Forest City, Iowa
Fee-only
Greenstone Wealth Management at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 108 individual clients, 2 of them high net worth.
- Its average account is about $404,000 (assets it manages divided by its 108 accounts).
Facts
| Based in | Forest City, Iowa |
|---|---|
| Website | greenstonewealth.com |
| Phone | (641) 585-4000 |
Greenstone Wealth Management fees
Greenstone Wealth Management 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 | $44 million |
| Individual clients | 106 |
| High-net-worth clients | 2 |
| Accounts managed | 108 |
| Employees | 5 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 305311 |