Firm
Pira Wealth Management
Coralville, Iowa
Fee-only
Pira Wealth Management at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 17 individual clients.
- Its average account is about $71,000 (assets it manages divided by its 49 accounts).
Facts
| Based in | Coralville, Iowa |
|---|---|
| Website | pirawealth.com |
| Phone | (319) 382-6486 |
Pira Wealth Management fees
Pira 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 | $4 million |
| Individual clients | 17 |
| Accounts managed | 49 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 5, 2026 |
| SEC record | CRD 311967 |