Boardwalk Financial Strategies LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 25, 2026, Boardwalk Financial Strategies LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “The hourly fee for services is $500 for an advisor and $250 for a staff member.”

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

“Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
“Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”
“The fee refunded will be the balance of the fees collected in advance minus the daily rate* times the number of days in the quarter up to and including the day of termination.”

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.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: $17,500 minimum fee (stated in brochure)
Clients: 85
Employees: 6
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $197,600,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 165048
Website: facebook.com/boardwalkfs (opens in new tab)
Phone: (262) 423-7552

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Is something on this page wrong or out of date?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