808 Investments fees and pricing
Financial planner in Ellsworth, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, 808 Investments charges a monthly fee of $200-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $200-$500/mo
“Fees are paid monthly in arrears, ranging from $200 to $500 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 808 Investments bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
About 808 Investments
“Our firm provides continuous advice to Clients regarding financial planning topics and the investment of Client funds based on the individual needs of the Client.”
- Principal: Abbey Spoo
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 8
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6,100,129
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334068
- Phone
- (952) 200-0235
Other planners in Wisconsin that publish fees
- 401K Investment ProfessionalsWaunakee$250/hr
- A-Team AdvisorsMedford$500/hr
- Adler FinancialOregon$175/hr
- Advisors Management Group IncLa Crosse$500
- Alliance Wealth Management Milwaukee, Inc.Milwaukee$150-$300/hr
- Allison & Company Financial Counselors, LLCMilwaukee$375-$500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.