Breakthru Advisory Services, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated July 29, 2026, Breakthru Advisory Services, LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Services are offered based on a maximum hourly fee of $500 per hour.”

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

“Fees for financial plans are billed upon completion of the plan.”
“Fees are generally invoiced directly to the Client but may also be deducted from another account held with Breakthru.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the number of days for which services are provided during the given period.”

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: 1.5% a year
Clients: 21
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $125,740,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 332173
Website: breakthrufamily.com (opens in new tab)
Phone: (414) 837-5337

Is something on this page wrong or out of date?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