A-Team Advisors fees and pricing

Financial planner in Medford, Wisconsin. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 14, 2026, A-Team Advisors charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Services are offered based on an hourly fee of $500 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed quarterly in advance, however upon engagement, the initial fee is paid in arrears, pursuant to the level of - 2- engagement shown below. 1.”
“Fees are billed upon execution of the Agreement and must be paid before work is performed.”
“Fees will be paid by direct invoice to the Client.”

Its hourly rate of $500 is above the Wisconsin median of $300. 88% of the 95 other Wisconsin planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 60
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $71,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 310941
Website: ateamadvisors.com (opens in new tab)
Phone: (847) 452-0297

Can advise clients in 3 states: Illinois, Texas, Wisconsin

Is something on this page wrong or out of date?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.