Firm
Wealthspan Partners
Davenport, Iowa
Fee-only
Wealthspan Partners at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 6 advisors are listed here; 2 of 6 hold the CFP.
- Its Form ADV reports 6 employees and 526 individual clients, 219 of them high net worth.
- Its average account is about $280,000 (assets it manages divided by its 1,610 accounts).
Facts
| Based in | Davenport, Iowa |
|---|---|
| Website | wealthspanpartners.com |
| [email protected] | |
| Phone | (563) 723-7301 |
Wealthspan Partners fees
Wealthspan Partners 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 | $451 million |
| Individual clients | 307 |
| High-net-worth clients | 219 |
| Accounts managed | 1,610 |
| Employees | 6 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-113832) |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 297712 |