Leetown Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Leetown Advisors provides investment management, ongoing comprehensive financial planning, business consulting, and retirement plan services to individuals (including high‑net‑worth clients) as well as employer plan sponsors and other institutional clients. The firm reports about $12.5 million in assets under management and serves roughly 60 client relationships.
The firm generally implements a passive, asset‑class allocation approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis when conducting investment and plan reviews. In addition to passive strategies, the brochure discloses the use of derivatives (including options and covered‑call techniques) in separately managed accounts and states the firm acts as an ERISA 3(38) investment manager for retirement plans.
Distinctive for a solo independent adviser, Leetown Advisors provides portfolio management for pooled vehicles and institutional clients — services that are statistically uncommon among peers of this size — and offers business consulting and ongoing comprehensive planning on a monthly retainer. The principal also provides paraplanning services to other registered investment advisers (disclosed as an outside business activity that may account for up to about 20% of his time), a practice the firm notes can lead to referrals.
Client services
Expertise
Fee options
$500 - $15,000 (fixed fee for business consulting)
$0 - $1,000,000: 1.50% $1,000,001+: 0.50%
$99 - $500 per hour
$49 - $1,499 per month (comprehensive financial planning retainer)
Main office
Ankeny IA
Advisors at this office
1
Most active in
Iowa
Also doing business as
Leetown Advisors · Leetown Advisors 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.
Forms ADV
Quick links
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