1.25% AUM Fee**

Fee-only, fiduciary, ongoing advice on all aspects of your finances with a dedicated CFP® advisor.

Investment Management

Retirement and IPERS Planning

Review of your tax return each year

Estate Planning

College Planning

Student Loan Optimization

Monitoring of key financial metrics

And more…

*Includes all benefits of the Teacher Wealth Insider Membership.

**Minimum annual fee of $4,000. If the assets under management (AUM) fee is less than the annual minimum, the balance will be paid as an annual out-of-pocket fee paid over 12 months.

$200 per hour

Not everyone needs a full financial plan.

Get the advice you need for your most immediate issues.

You are in control of the amount of time you want to pay for.

$49 per month (if paid monthly)

$32 per month (if paid annually)

Our one-to-many membership model provides education and resources specifically created for teachers in Iowa.

Gives a step-by-step process you can implement to make positive steps in your finances.

If you need one-on-one specific financial advice Insider members receive a significant discount on hourly financial planning sessions.

Includes access to the Elements® financial monitoring app and system.

Membership has its privileges with discounts to products and services of our partners.