Kane Company Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kane Company Wealth Management, Inc. provides investment advisory and wealth management to individuals, high-net-worth clients, couples, families, trusts, estates, charitable foundations, and company-sponsored retirement plans. The firm reports managing roughly $284.7 million on behalf of its client base and delivers portfolio management, comprehensive financial planning, and related services on a fee-only, percentage-of-assets basis.
The firm’s investment approach emphasizes long-term, low-cost, tax-efficient portfolios built primarily with passive vehicles and institutional mutual funds and ETFs, with a noted reliance on Dimensional Fund Advisors’ strategies and Modern Portfolio Theory as guiding principles. Portfolios are globally diversified, periodically rebalanced, and managed with tax-aware techniques such as asset location and tax-loss harvesting, and the brochure highlights operational details around DFA fund usage that may affect future access to additional purchases.
Kane Company is also an accounting firm licensed in the State of Iowa and allocates a portion of its practice (about 15% of time) to income tax planning and preparation, offering a range of tax services to wealth management clients as part of its service mix. The firm discloses this affiliation and the potential conflict when recommending its own tax services, and it also documents operational constraints and client considerations tied to specific fund families used in client portfolios.
Client services
Expertise
Fee options
Annual Retainer Fee includes a $4,000 fixed fee plus percentage of assets for Wealth Management Services
$0 - $4,000,000: 0.6% $4,000,000.01+: 0.4%
Fees for tax planning and preparation charged separately based on complexity
Account minimum: $100,000 in total household investment assets or a systematic savings plan of at least $1,000 per month Minimum fee: $4,000 fixed fee plus tiered percentage fees for Wealth Management Services Fee-only: Fee-only, no commissions or sales charges
Main office
8831 Thomas Avenue, Suite 200
Johnston IA 50131-8005
Advisors at this office
3
Most active in
California · Iowa · Minnesota · Nebraska · Texas
Also doing business as
Kane Company Wealth Management Pc · Kane Company Wealth Management, Inc. · Kane Company, P.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
Quick links
Advisors at this firm
Sarah Z
PFS™
Johnston, IA
Kane Company Wealth Management, Inc.
Sarah Zimmerman is a PFS™ credentialed advisor with seven years of industry experience. She is part of the Kane Company Wealth Management, Inc. team in Johnston, IA. Zimmerman has been associated with Kane Company, P.C. since 2001. Kane Company Wealth Management, Inc. serves individuals, high-net-worth clients, families, trusts, estates, charitable foundations, and company-sponsored retirement plans. The firm focuses on long-term, low-cost, tax-efficient portfolios primarily using passive vehicles and institutional mutual funds and ETFs, with investment strategies guided by Dimensional Fund Advisors and Modern Portfolio Theory.
Jason K
CFP®, Series 66
Johnston, IA
Kane Company Wealth Management, Inc.
Jason Kane is a CFP® with nine years of industry experience. He is currently with Kane Company Wealth Management, Inc., where he has worked since 2018, following prior roles at Creative Planning, Summit Wealth Advisors, and Engage Advisors. Kane Company Wealth Management, Inc. provides investment advisory and wealth management services to individuals, families, trusts, estates, charitable foundations, and retirement plans. The firm manages approximately $284.7 million and focuses on long-term, low-cost, tax-efficient portfolios primarily using passive vehicles and institutional mutual funds and ETFs, with an emphasis on Dimensional Fund Advisors’ strategies and Modern Portfolio Theory.
Steven K
CFP®, PFS™
Johnston, IA
Kane Company Wealth Management, Inc.
Steven Kane is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has been with Kane Company Wealth Management, Inc. since 1993. Kane Company Wealth Management, Inc. provides investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, charitable foundations, and company-sponsored retirement plans. The firm manages approximately $284.7 million and focuses on long-term, low-cost, tax-efficient portfolios primarily using passive vehicles and institutional funds, with an emphasis on Dimensional Fund Advisors’ strategies and Modern Portfolio Theory.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)