Teacher Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,169,878
Clients
68
6% 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
68
Very HighAverage account size
$267,204
About
Teacher Wealth, LLC is an independent, state-registered advisory practice led by a single CFP® professional that serves individual clients, with an emphasis on educators and public employees. The firm provides investment management through a third‑party platform and offers ongoing comprehensive financial planning, project-based and hourly planning, and 403(b) account management tailored for academics.
Investment implementation is grounded in Modern Portfolio Theory and a predominantly passive approach using index mutual funds and ETFs, with client accounts managed on the Betterment for Advisors platform and, where appropriate, by outside managers. Teacher Wealth combines periodic portfolio reviews and monitoring with planning services and can bundle limited annual planning hours together with investment management.
Notable features that distinguish the firm from many peers are its subscription-style offerings and educational programming: annual College Planning and Teacher Wealth Insider memberships that give non‑advisory members access to college‑planning software and instructional videos (with optional live walkthroughs), and a program of seminars, speaking engagements, and online courses that are sometimes offered pro bono. The firm also provides 403(b) services for State of Iowa employees via an arrangement with TCG Advisors, reflecting a niche focus tied to the principal’s prior experience as a classroom teacher.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Occupation focus
Educators, Teachers, and Academics
Fee options
Project-Based Financial Planning fixed fee between $500 and $5,000, negotiable.
$0 - $250,000: 1.25% $250,001+: 1.00%
$250 to $300 per hour, depending on complexity, negotiable.
College Planning Membership and Teacher Wealth Insider Membership annual fees; fees for educational seminars range from free to $3,000 per seminar or up to $150 per participant; online courses fees range from free to $3,000.
Fee-only: Ongoing Comprehensive Financial Planning fees range between $5,000 and $6,500 per year, paid monthly in advance, may be negotiable. Project-Based Financial Planning fixed fee ranges between $500 and $5,000 depending on complexity, negotiable. Hourly Financial Planning engagements offered at $250 to $300 per hour, negotiable.
Main office location
Teacher Wealth
Des Moines IA, United States
Number of offices
1
Most active in
Teacher Wealth 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
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