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The fee is billed in advance or in arrears and is negotiable.","source":"ADV 2A, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wealth Advisors of Iowa use?","answer":"Wealth Advisors of Iowa’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $355M and Charles Schwab & Co., Inc. (San Francisco, CA), with $185M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealth Advisors of Iowa have?","answer":"Wealth Advisors of Iowa has 10 investment adviser representatives registered with state securities authorities, out of 12 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealth Advisors of Iowa invest in?","answer":"At the end of its last fiscal year, Wealth Advisors of Iowa’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 3% state and local bonds, 3% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wealth Advisors of Iowa?","answer":"Wealth Advisors of Iowa is owned through holding companies by Nicholas Capobianco and Jonathan Pearson. Its direct owners are Capobianco Wealth Management, LLC, Pearson Wealth Management, LLC and MHCS Wealth Management, LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealth Advisors of Iowa get paid?","answer":"Wealth Advisors of Iowa is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Wealth Advisors of Iowa registered with the SEC?","answer":"Yes, Wealth Advisors of Iowa has been registered with the SEC as an investment adviser since 12 March 2020. 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