Anew Advisors, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 16, 2026, Anew Advisors, LLC charges $250⁠-⁠$2,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250⁠-⁠$2,000/hr; “The hourly rate for limited scope engagements will be between $250.00-$2000 per hour depending on the nature of work involved, and the experience of the Anew representative completing the engagement.”

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

“First responders may receive a discounted rate, and fees are generally negotiable at the Firm’s discretion.”
“First responders may receive a discounted rate, and fees are generally negotiable at the Firm’s discretion.”
“If the client does not have a non-qualified or IRA account under Anew’s management, those fees will be billed directly to the client.”

Its hourly rate of $250-$2,000 spans the Wisconsin median of $300. 100% 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: 1.75% a year
Clients: 164
Employees: 5
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed: $79,271,096
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 316462
Website: twitter.com/anewadvisors?lang=en (opens in new tab)
Phone: (414) 704-2875

Is something on this page wrong or out of date?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