Bluemound Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Basic financial planning beyond two (2) hours per year is billed at $400/hour and will be subject to a separate consulting agreement pertinent to the planning involved.”

Flat or project fee

$800

“There is a one-time planning and administration fee of $800 for all new accounts.”

Annual fee

$1,600/yr

“Non-Discretionary Services For non-discretionary financial consulting and financial planning services the Advisor bills at an hourly rate of $400 subject with an $1600 annual minimum.”

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

How Bluemound Asset Management, LLC bills

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

• “Annualized asset-based fees are billed on a pro-rata basis quarterly in arrears based on the value of the Account(s) at the end of each three-month period.”
• “Some clients will prefer to be billed directly and pay by personal check.”
• “Fees paid by check should be made to Bluemound Asset Management. 5 In cases where Bluemound engages a sub-advisor to assist or provide money management services, the sub-advisor will bill based upon their management agreement and ours.”

How Bluemound Asset Management, LLC’s fees compare

• Its hourly rate of $400 is above the Wisconsin median of $300. 75% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• Its flat or project fee of $800 is below the Wisconsin median of $3,000. 8% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• Its annual fee of $1,600 is below the Wisconsin median of $5,000. 20% of the 25 other Wisconsin planners that publish an annual fee charge less.

About Bluemound Asset Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 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

1.25% a year

Clients

43

Employees

1

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, and newsletters and publications

Assets managed

$25,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

153995

Website

bluemoundam.com (opens in new tab)

Phone

(414) 617-6669

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

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