Firm
LIS
Urbandale, Iowa
Fee-only
LIS at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 54 individual clients, 8 of them high net worth.
- Its average account is about $296,000 (assets it manages divided by its 95 accounts).
Facts
| Based in | Urbandale, Iowa |
|---|---|
| Phone | (515) 210-6614 |
LIS fees
LIS 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 |
|---|---|
| Assets managed | $28 million |
| Individual clients | 46 |
| High-net-worth clients | 8 |
| Accounts managed | 95 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 12, 2026 |
| SEC record | CRD 289168 |