Broadview Financial Management, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 30, 2026, Broadview Financial Management, LLC charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “Broadview generally charges $400 per hour for providing financial planning and consulting services.”

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

“These fees are negotiable and vary depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
“Hourly fees are prorated based on each 1/10th hour segment and consultations fewer than ten minutes are typically without charge.”
“Invoices are generally billed concurrent with delivery of the financial plan or completion of the agreed upon services.”

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.

“Broadview offers a variety of advisory services, which include financial planning, consulting, and investment management services.”

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

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $5,000 minimum fee (stated in brochure)
Clients: 269
Employees: 9
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $699,241,680
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 143550
Website: unbiasedfeeonly.com (opens in new tab)
Phone: (414) 390-1492

Can advise clients in 4 states: Florida, Illinois, Texas, 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Is something on this page wrong or out of date?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.