Advisors Management Group Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500

“If a client terminates the agreement at any time, a pro-rata reimbursement of the fee will be made to the client for the quarter in which the agreement ended. 6 Financial Planning Service Fees The Firm typically charges a flat fee for financial planning with a minimum planning fee of $500.00 and a maximum fee of…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Advisors Management Group Inc bills

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

• “For new accounts, the fee for the first quarter will be payable on the date on which the advisory agreement is accepted by AMGI and will be based on the market value of the assets on that date.”
• “The initial fee will be prorated from the date AMGI accepted the advisory agreement through the end of the calendar quarter.”
• “If additional assets are added to or withdrawn from the account during a quarter, the fee will be prorated to reflect the period of time the assets are under management.”

How Advisors Management Group Inc’s fees compare

• Its flat or project fee of $500 is below the Wisconsin median of $3,000. 3% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Advisors Management Group Inc

• Firm size: 17 employees.
• Registered as an adviser: 1989 (37 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

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

1.25% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

1,912

Employees

17

Works with

Individuals, high net worth individuals, charities, and other investment advisers

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services

Assets managed

$819,632,981

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

113020

Website

advisorsmanagement.com (opens in new tab)

Phone

(608) 782-0200

Can advise clients in 19 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Louisiana, Michigan, Minnesota, Montana, North Carolina, Nebraska, New Hampshire, Ohio, South Carolina, Tennessee, Texas, Wisconsin

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• Adler FinancialOregon$175/hr
• Alliance Wealth Management Milwaukee, Inc.Milwaukee$150⁠-⁠$300/hr
• Allison & Company Financial Counselors, LLCMilwaukee$375⁠-⁠$500/hr

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