Alliance Wealth Management Milwaukee, Inc. fees and pricing

Published fees

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

Hourly rate

$150⁠-⁠$300/hr

“The hourly fee for Financial Planning and Investment Consulting Services is negotiable and varies from $150 to $300 per hour with a minimum fee of $300 and depends upon the nature and scope of the advice requested by the client, nature and number of investments in a client’s portfolio, amount and nature of research…”

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

How Alliance Wealth Management Milwaukee, Inc. bills

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

• “As a convenience to the client, the fee may be prorated over time based upon the value of investable assets made subject to services.”
• “One-half the estimated fee is due upon signing of the advisory agreement with the balance due 30 days after the final invoice.”
• “No more than $500 will be billed 6-months or more in advance.”

How Alliance Wealth Management Milwaukee, Inc.’s fees compare

• Its hourly rate of $150-$300 is below the Wisconsin median of $300. 19% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• None of the 6 other planners in Milwaukee that publish an hourly rate charge less.

About Alliance Wealth Management Milwaukee, Inc.

• Principal: Craig R. Pluta
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Estate planning
• Equity compensation
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

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

2% a year

Employees

3

Services reported to regulators

Financial planning, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

143387

Website

awmmil.com (opens in new tab)

Phone

(414) 607-9310

Other planners in Milwaukee that publish fees

• Allison & Company Financial Counselors, LLCMilwaukee$375⁠-⁠$500/hr
• Dream Bigger Financial, LLCMilwaukee$299, $100⁠-⁠$700/mo
• Hilltop Financial AdvisorsMilwaukee$250/hr, $2,000⁠-⁠$4,000
• Korbitz Financial Planning LLCMilwaukee$460/hr
• Milborn Advisors, LTDMilwaukee$1,000⁠-⁠$10,000
• Prepared Financial PlanningMilwaukee$400/hr, $2,000⁠-⁠$20,000

Compare all 18 planners in Milwaukee