Firm
Reed Financial
Urbandale, Iowa
Fee-only
Reed Financial at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 1 employee and 14 individual clients, 1 of them high net worth.
- Its average account is about $643,000 (assets it manages divided by its 32 accounts).
Facts
| Based in | Urbandale, Iowa |
|---|---|
| Website | reedfinancialllc.com |
| [email protected] | |
| Phone | (515) 771-5736 |
Reed Financial fees
Reed Financial 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 | $21 million |
| Individual clients | 13 |
| High-net-worth clients | 1 |
| Accounts managed | 32 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 300123 |