PlannerFees

Atlatl Advisers fees and pricing

Financial planner in Madison, Wisconsin. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 24, 2026, Atlatl Advisers charges $500 an hour and a flat or project fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“For hourly fee arrangements, our rate is $500 per hour, billed in half-hour increments.”
Flat or project fee
$2,500
“For fixed fee arrangements, our minimum fee is $2,500.”

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

How Atlatl Advisers bills

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

  • “These fees are negotiable and depend upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
  • “The terms and conditions of the financial planning and/or consulting engagement are set forth in the Advisory Agreement and Atlatl requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
  • “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”

How Atlatl Advisers’ fees compare

  • Its hourly rate of $500 is above the Wisconsin median of $300. 88% of the 95 other Wisconsin planners that publish an hourly rate charge less.
  • 9 of the 10 other planners in Madison that publish an hourly rate charge less.
  • Its flat or project fee of $2,500 is below the Wisconsin median of $3,000. 32% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
  • 2 of the 11 other planners in Madison that publish a flat or project fee charge less.

About Atlatl Advisers

“Offered Atlatl Advisers offers a variety of advisory services, which include financial planning, consulting, and investment management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 10 employees.
  • Registered as an adviser: 2024 (2 years).

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
Minimum
$2,500 minimum fee (stated in brochure)
Clients
260
Employees
10
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
Assets managed
$392,672,491
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
284036
Website
instagram.com/atlatladvisers (opens in new tab)
Phone
(608) 351-4500

Can advise clients in 8 states: Arizona, California, Florida, Iowa, Illinois, New York, Texas, Wisconsin

Other planners in Madison that publish fees

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