Buena Vista Investment Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly fee for these services is $250.”

Flat or project fee

$1,000⁠-⁠$25,000

“The rate for creating client financial plans is between $1,000 and $25,000.”

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

How Buena Vista Investment Management LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of Buena Vista’s fees within five business days of signing the Investment Advisory Agreement.”
• “Buena Vista’s bills are based on the balance on the first day of the billing period.”
• “Clients may terminate the agreement without penalty for a full refund of BVI's fees within five business days of signing the financial planning agreement.”

How Buena Vista Investment Management LLC’s fees compare

• Its hourly rate of $250 is below the Wisconsin median of $300. 23% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$25,000 spans the Wisconsin median of $3,000. 93% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Buena Vista Investment Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 1998 (28 years).

Planning areas mentioned in the brochure

• Estate planning

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

2% a year

Clients

77

Employees

1

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

$25,745,267

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

123252

Website

buenavistainv.com (opens in new tab)

Phone

(715) 423-9505

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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