Bertram Financial Advisor Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$299⁠-⁠$2,999

“Services are flat fees ranging from $299- $2,999.”

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

How Bertram Financial Advisor Services bills

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

• “All fees are billed by the third party managers.”
• “Services are offered and billed based on complexity and unique client needs.”
• “Fees are billed either monthly or quarterly in arrears based on the amount of assets to be managed as of the close of business on the last business day of each quarter.”

How Bertram Financial Advisor Services’ fees compare

• Its flat or project fee of $299-$2,999 is below the Wisconsin median of $3,000. 25% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Bertram Financial Advisor Services

• Firm size: 2 employees.
• Registered as an adviser: 2008 (18 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

No minimum stated in brochure

Employees

2

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

147987

Website

bertramfinancial.com (opens in new tab)

Phone

(608) 987-1511

Other planners in Wisconsin that publish fees

• 401K Investment ProfessionalsWaunakee$250/hr
• 808 InvestmentsEllsworth$200⁠-⁠$500/mo
• A-Team AdvisorsMedford$500/hr
• Adler FinancialOregon$175/hr
• Advisors Management Group IncLa Crosse$500
• Alliance Wealth Management Milwaukee, Inc.Milwaukee$150⁠-⁠$300/hr

Compare all 198 planners in Wisconsin