Firm
Polson Wealth Management
Des Moines, Iowa
Fee-only
Polson Wealth Management 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 2 employees and 120 individual clients, 18 of them high net worth.
- Its average account is about $348,000 (assets it manages divided by its 400 accounts).
Facts
| Based in | Des Moines, Iowa |
|---|---|
| Website | polsonwealth.com |
| [email protected] | |
| Phone | (515) 655-1000 |
Polson Wealth Management fees
Polson 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $139 million |
| Individual clients | 102 |
| High-net-worth clients | 18 |
| Accounts managed | 400 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-136441) |
| Financial planning | Offered |
| Form ADV filed | October 2, 2026 |
| SEC record | CRD 342568 |