Annex Wealth Management, LLC fees and pricing
Financial planner in Brookfield, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 17, 2026, Annex Wealth Management, LLC charges a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000
“Flat fees for basic projects can start as low as $1,000 but can be significantly higher depending upon the scope and duration of the services provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Annex Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for the initial quarter for which services are provided are prorated based upon the number of days remaining in the quarter.”
- “Many Clients have and will continue to be billed under the legacy fee agreement that predates this fee schedule.”
- “Rarely, some Clients will opt to have an invoice sent to them and write a check for services to Annex.”
How Annex Wealth Management, LLC’s fees compare
- Its flat or project fee of $1,000 is below the Wisconsin median of $3,000. 10% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
- 1 of the 5 other planners in Brookfield that publish a flat or project fee charge less.
About Annex Wealth Management, LLC
“As its core business function, Annex provides comprehensive wealth management and financial planning services to its Clients including personalized on-going money management services, financial planning, and consultative services.”
- Principal: Annex HoldCo
- Firm size: 151 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- 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
- Clients
- 6,710
- Employees
- 151
- 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, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $8,050,023,961
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127987
- Phone
- (262) 786-6363
Can advise clients in 36 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming
Other planners in Brookfield that publish fees
- Borges FinancialBrookfield$395/hr, $1,000
- Brook CapitalBrookfield$1,000/yr
- Entasis Asset Management LLCBrookfield$4,000/yr
- Financial Strategies, Inc.Brookfield$300/hr, $1,000-$15,000
- Granite Financial GroupBrookfield$350/hr, $1,500-$10,000
- Midwest Wealth Solutions LLCBrookfield$400/hr, $8,000
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.