Teacher Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,326,934
Total clients
63
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
63
Average account size
$243,285
About
Teacher Wealth provides investment management and financial planning to individuals and high‑net‑worth clients, with a notable focus on education professionals and State of Iowa employees. Services include ongoing comprehensive planning, project‑based and hourly planning, 403(b) account management for academics, and portfolio implementation through a third‑party manager.
The firm typically implements passive, Modern Portfolio Theory‑based allocations using index funds and may supplement with fundamental analysis and outside managers when appropriate. It also offers combined service packages that pair investment management with a limited annual amount of hourly financial planning and ongoing plan monitoring.
Unlike many independent advisory firms, Teacher Wealth markets subscription‑style offerings — including a College Planning Membership and a Teacher Wealth Insider membership that provide access to college‑planning software and instructional content — and regularly runs educational seminars, speaking engagements, and online courses for groups. The firm’s emphasis on educator‑specific services (403(b) management, memberships for non‑advisory clients, and live software walkthroughs) helps distinguish its service mix from typical peer practices.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Project-based fixed fees ranging from $500 to $5,000 depending on complexity and client needs.
$0 - $250,000: 1.25% $250,001+: 1.00%
Between $250 and $300 per hour depending on complexity.
Fee-only: Financial planning fees, hourly fees, fixed fees for project-based planning, subscription fees for memberships, and education seminars/course fees.
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.
Main office location
Teacher Wealth
Des Moines IA, United States
Number of offices
1
Forms ADV
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