Teacher Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
Des Moines IA
Advisors at this office
1
Most active in
Iowa
Also doing business as
Teacher Wealth · Teacher Wealth, LLC
Disclosures
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Business activities & affiliations
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Broker-dealer / trader
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Fund sponsor
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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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