Allison & Company Financial Counselors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375⁠-⁠$500/hr

“The fee is determined based upon the nature and scope of services requested at an hourly fee which ranges between $375 to $500 per hour.”

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

How Allison & Company Financial Counselors, LLC bills

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

• “Because ACFC’s fees are negotiable, clients may pay more or less than other clients receiving similar services.”
• “In the event management services are terminated prior to the last day of a month, because termination occurs at month-end, no refund of any prepaid fee is made.”
• “Fees payable to ACFC for Asset Management and Consulting Services may, with the client’s prior permission, be automatically deducted from the client's account when due.”

How Allison & Company Financial Counselors, LLC’s fees compare

• Its hourly rate of $375-$500 is above the Wisconsin median of $300. 83% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 5 of the 6 other planners in Milwaukee that publish an hourly rate charge less.

About Allison & Company Financial Counselors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2004 (22 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

21

Employees

1

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 other services

Assets managed

$52,482,682

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

129665

Phone

(414) 299-8434

Other planners in Milwaukee that publish fees

• Alliance Wealth Management Milwaukee, Inc.Milwaukee$150⁠-⁠$300/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