Arnold and Mote Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arnold & Mote Wealth Management serves individuals, trusts, estates, and small businesses with personalized financial planning and investment management, including management of employer-sponsored retirement plans. The firm is a small supported practice — four advisors managing roughly $168 million in discretionary assets — and offers ongoing wealth management as well as limited-scope and hourly planning engagements.
AMWM implements client portfolios primarily through strategic asset allocation using passively managed index mutual funds and ETFs, with an emphasis on diversification, rebalancing, and cost minimization, typically under discretionary authority. The firm generally avoids recommending individual stocks or commission-based products and, unlike most peers, does not use percentage-of-AUM fees, instead operating under a flat annual fee arrangement billed in arrears.
Distinctive operational features include a strict fee-only, commission-free fiduciary model that disavows product sales and third-party commissions, and coordination with outside professionals where needed (the firm may, in certain cases, absorb tax-preparation fees when clients use recommended providers). AMWM also maintains a public YouTube channel that generates ad revenue and leaves proxy voting to clients unless assistance is requested.
Client services
Expertise
Fee options
Financial planning services charged a fixed fee up to $10,000 per year based on scope and complexity.
Hourly financial planning rate is $300 per hour, negotiable.
Minimum fee: Wealth Management fees are flat annual amounts: $12,000 for individuals and $13,600 for couples (may vary depending on client complexity). Fee-only: Firm is strictly fee-only; receives no commissions, referral fees, or other compensation.
Main office
1202 Dina Court, Suite B
Hiawatha IA 52233
Advisors at this office
4
Most active in
California · Illinois · Iowa · Louisiana · Minnesota · Texas
Also doing business as
Arnold And Mote Wealth Management · Arnold Financial Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Kyle B
CFP®, Series 65
Hiawatha, IA
Arnold and Mote Wealth Management
Kyle Bakas is a financial advisor at Arnold and Mote Wealth Management with one year of industry experience. He holds the CFP® certification and the Series 65 license. Outside of advising, he serves as the Head Men's Soccer Coach at Coe College. Arnold and Mote Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses. The firm employs a fee-only, commission-free fiduciary model and primarily uses passively managed index funds and ETFs within a strategic asset allocation framework.
Matthew H
Series 65
Hiawatha, IA
Arnold and Mote Wealth Management
Matthew Hylland is a financial advisor at Arnold and Mote Wealth Management with 10 years of industry experience. He holds a Series 65 designation and previously worked at Hylland Capital Management, LLC, and the Department of Defense at Norfolk Naval Shipyard. Arnold and Mote Wealth Management serves individuals, trusts, estates, and small businesses, providing comprehensive financial planning and investment management through a four-advisor team. The firm emphasizes strategic asset allocation, global diversification, and low-cost passive investments, operating as a fee-only fiduciary with a flat annual fee model.
Quinn A
Series 65
Hiawatha, IA
Arnold and Mote Wealth Management
Quinn Arnold is a financial advisor with Arnold and Mote Wealth Management in Hiawatha, IA, holding a Series 65 credential and nine years of industry experience. He previously worked at Willis Towers Watson from 2006 to 2018 and has been with Arnold Financial Planning since 2016. Arnold and Mote Wealth Management serves individuals, trusts, estates, and small businesses by providing comprehensive financial planning, investment management, and employer retirement account oversight. The firm employs a strategic asset allocation approach focused on global diversification, low-cost index funds and ETFs, and written investment plans, operating as a fee-only fiduciary with a flat annual fee model.
Nicholas F
Series 65
Hiawatha, IA
Arnold and Mote Wealth Management
Nicholas Ford is a financial advisor at Arnold & Mote Wealth Management with five years of industry experience. He holds a Series 65 credential and has been with Arnold & Mote since 2020. Prior to his financial advisory career, he worked at Woodruff Construction for 17 years. Outside of advising, Ford serves as president and managing member of Dumars Properties LLC and is treasurer of Coovergroup LLC, a web design company. Arnold & Mote Wealth Management serves individuals, trusts, estates, and small businesses by providing comprehensive financial planning, investment management, and oversight of employer retirement accounts. The firm employs a fee-only fiduciary model, emphasizing strategic asset allocation, global diversification, low-cost passive funds, and written investment plans.
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