Kane Company Wealth Management, Inc.
Johnston, Iowa
Kane Company Wealth Management, Inc. 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 5 employees and 198 individual clients, 78 of them high net worth.
- Its average account is about $397,000 (assets it manages divided by its 717 accounts).
Facts
| Based in | Johnston, Iowa |
|---|---|
| Website | kanecompanypc.com |
| [email protected] | |
| Phone | (515) 270-2727 |
Questions about Kane Company Wealth Management, Inc.
How is Kane Company Wealth Management, Inc. paid?
Kane Company Wealth Management, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Kane Company Wealth Management, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Kane Company Wealth Management, Inc., and 2 hold the CFP.
What is the average account at Kane Company Wealth Management, Inc.?
Kane Company Wealth Management, Inc.'s average account is about $397,000. That's the assets on its Form ADV divided by its 717 accounts.
What does Kane Company Wealth Management, Inc. specialize in?
Kane Company Wealth Management, Inc.'s advisors and website list retirement planning, tax planning and estate & legacy planning.
Kane Company Wealth Management, Inc. fees
Kane Company Wealth Management, Inc. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $285 million |
| Individual clients | 120 |
| High-net-worth clients | 78 |
| Accounts managed | 717 |
| Employees | 5 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-117373) |
| Financial planning | Offered |
| Form ADV filed | April 2, 2026 |
| SEC record | CRD 115756 |
Advisors at this firm (3)
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