Blackhorn Partners fees and pricing

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

According to its Form ADV Part 2A brochure dated August 24, 2026, Blackhorn Partners charges an annual fee of $300⁠-⁠$2,000 for financial planning.

Published fees

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

Annual fee: $300⁠-⁠$2,000/yr; “For our Financial Planning Services, we charge a fixed fee typically ranging from $300 to $2,000 annually, based on the complexity of your financial situation.”

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

“At the same time, we will send you an invoice reflecting the formula used to calculate the fee, the amount of assets under management on which the fee is calculated, and the time period covered by the fee.”
“If you have any questions or concerns about your invoice, you are urged to contact us immediately. period, up to and including the termination date, and will be calculated on the amount of assets under management on the termination date.”
“Unearned fees paid in advance will be refunded upon termination.”

Its annual fee of $300-$2,000 is below the Wisconsin median of $5,000. 4% of the 25 other Wisconsin planners that publish an annual fee charge less.

“We offer Portfolio Management Services and Financial Planning Services.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2026.

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
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 342294
Website: blackhornpartners.com (opens in new tab)
Phone: (608) 620-3775

Can advise clients in 2 states: Illinois, Wisconsin

Is something on this page wrong or out of date?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