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Busbee Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$43,449,355
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
110
24% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
110
Very HighAverage account size
$394,994
About
Busbee Wealth Advisors LLC provides discretionary asset management, financial planning, and project-based consulting for individuals, high‑net‑worth clients, and charitable organizations. The firm manages accounts directly and also delivers advisory services via the AssetMark platform.
Investment programs are tailored to each client’s goals, time horizon, and risk tolerance and draw on fundamental, technical, and charting analysis to construct portfolios of mutual funds, ETFs and third‑party‑managed strategies. The firm also introduces clients to independent managers on the AssetMark platform and offers Separately Managed Account solutions.
What is noteworthy for an otherwise typical solo independent adviser is the firm’s affiliated insurance business, which the brochure discloses consumes roughly a quarter of the principal’s time and generates commission compensation. The firm also discloses working with charitable organizations and participating in AssetMark platform arrangements (including marketing support and business development allowances) and offering Separately Managed Account strategies that can involve borrowing, features less common among peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business exit / sale strategy
Cash flow / budgeting
Fee options
Financial planning fees range from $2,000 to $25,000 depending on service stage
2.00% annually
Commissions received from insurance sales by affiliated insurance agent
$275 per hour for financial consulting projects
Main office location
Busbee Wealth Advisors LLC
1918 St. Andrews Ct. Ne
Cedar Rapids IA 52402, United States
Number of offices
1
Most active in
Busbee Wealth Advisors LLC 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Forms ADV
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