Ashland Advisors PLLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Ashland Advisors PLLC is a state-registered, solo investment adviser operated by its principal. The firm provides non-discretionary investment advisory and financial planning services to individuals and families and, under separate engagement letters, offers accounting and tax-preparation services.
The firm applies fundamental analysis and recommends long-term, diversified, income-preferred strategies, developing individualized plans based on each client’s stated goals and risk tolerance. Implementation is client-directed: Ashland does not custody assets or execute trades for clients, and clients select their own custodians and receive statements directly.
Distinctive features include the principal’s credentials as a certified public accountant and the firm’s provision of accounting and tax services alongside advisory work—an arrangement uncommon among investment-manager firms. The firm also uses an hourly fee model instead of percentage-of-assets or performance-based compensation and is operated as a solo, non-custodial, non-discretionary practice while the principal maintains a senior role at a large health insurer, which may affect availability and capacity.
Client services
Financial planning
Expertise
Income planning
Fee options
$250 per hour
Fee-only: $250 per hour
Main office location
Ashland Advisors PLLC
Van Meter IA, United States
Number of offices
1
Most active in
Ashland Advisors PLLC has reported serving >5 clients in these states in the last 12 months.
Iowa
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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