Adler Financial fees and pricing

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

According to its Form ADV Part 2A brochure dated April 21, 2026, Adler Financial charges $175 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $175/hr; “In consideration for providing financial planning/ consulting services and pursuant to the financial planning/consulting agreement, our Firm charges a fixed hourly rate of $175 an hour.”

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

“All fees will be supported by an invoice to the client itemizing the fee.”
“Moreover, our Firm will instruct Interactive Brokers to send each client an invoice each time a fee is charged.”
“This invoice reflects the fee charged, the fee calculation methodology, and the period covered by the fee.”

Its hourly rate of $175 is below the Wisconsin median of $300. 6% of the 95 other Wisconsin planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2019 (7 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 33
Employees: 1
Works with: Individuals, high net worth individuals, investment companies, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $7,130,948
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 310978
Website: adler-financial.com (opens in new tab)
Phone: (608) 200-2220

Is something on this page wrong or out of date?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