Leetown Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,538,729
Total clients
60
2% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
60
Average account size
$208,979
About
Leetown Advisors provides investment management, ongoing comprehensive financial planning, business consulting, and retirement plan services to individuals (including high‑net‑worth clients) as well as employer plan sponsors and other institutional clients. The firm reports about $12.5 million in assets under management and serves roughly 60 client relationships.
The firm generally implements a passive, asset‑class allocation approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis when conducting investment and plan reviews. In addition to passive strategies, the brochure discloses the use of derivatives (including options and covered‑call techniques) in separately managed accounts and states the firm acts as an ERISA 3(38) investment manager for retirement plans.
Distinctive for a solo independent adviser, Leetown Advisors provides portfolio management for pooled vehicles and institutional clients — services that are statistically uncommon among peers of this size — and offers business consulting and ongoing comprehensive planning on a monthly retainer. The principal also provides paraplanning services to other registered investment advisers (disclosed as an outside business activity that may account for up to about 20% of his time), a practice the firm notes can lead to referrals.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
Fee options
$500 - $15,000 (fixed fee for business consulting)
$0 - $1,000,000: 1.50% $1,000,001+: 0.50%
$99 - $500 per hour
$49 - $1,499 per month (comprehensive financial planning retainer)
Main office location
Leetown Advisors
Ankeny IA, United States
Number of offices
1
Most active in
Leetown Advisors 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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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