Brook Capital fees and pricing

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

According to its Form ADV Part 2A brochure dated July 15, 2026, Brook Capital charges an annual fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $1,000/yr; “A minimum annual fee of $1000 may apply to all accounts.”

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

“The fee for this service is an annual, non-refundable fee of $350 paid in advance.”

Its annual fee of $1,000 is below the Wisconsin median of $5,000. None of the 25 other Wisconsin planners that publish an annual fee charge less.
None of the 3 other planners in Brookfield that publish an annual fee charge less.

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: 3% a year
Minimum: $1,000 minimum fee (stated in brochure)
Clients: 626
Employees: 5
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $283,307,890
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 130919
Website: brookcapital.com (opens in new tab)
Phone: (262) 784-7205

Is something on this page wrong or out of date?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