Advisor at Pira Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pira Wealth Management
Location
Coralville, IA 52241
Credentials
CFP®, Series 65
Industry experience
5 years
Kevin Pira is a CFP® and Series 65-licensed financial advisor with over five years of industry experience, currently serving as the sole advisor at Pira Wealth Management in Coralville, Iowa. Prior to founding his firm in 2020, he held positions at Geico, Upper Iowa University, and Kirkwood Community College. He also creates educational personal finance and investing content through his online media channel, KevinPiraCFP. Pira Wealth Management provides personalized investment management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis, including option-writing and discretionary trading, to tailor portfolios and financial plans based on client goals and ongoing reviews.
Based on Pira Wealth Management
Flat fees for financial planning services ranging from $500 to $50,000.
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Minimum fee: One-time startup fee of $1,000 (negotiable, may be waived) Fee-only: Flat fees for financial planning services ranging from $500 to $50,000; may be charged monthly or quarterly on case-by-case basis, including 0% fee for clients under $500,000 manageable assets based on complexity and scope.
250 12 Th Ave Ste 150
Coralville, IA 52241
Iowa
Uber Eats, Doordash
2022 - Present (4 years)
Pira Phones LLC
2022 - 2024 (2 years)
Pira Wealth Management
2020 - Present (6 years)
Upper Iowa University
2019 - 2022 (3 years)
Geico
2018 - 2019 (1 year)
Kirkwood Community College
2017 - 2018 (1 year)
Crestwood High School
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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