Buska Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“AND CONSULTING Financial Planning and consulting is available for a negotiable fixed fee with a maximum of $2500.”

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

How Buska Wealth Management, LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
• “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”

How Buska Wealth Management, LLC’s fees compare

• Its flat or project fee of $2,500 is below the Wisconsin median of $3,000. 32% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Buska Wealth Management, LLC

• Firm size: 8 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

1,698

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$538,727,785

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

170627

Website

buskabook.com (opens in new tab)

Phone

(715) 355-4445

Can advise clients in 10 states: Arizona, California, Florida, Illinois, Michigan, Minnesota, New Hampshire, Tennessee, Texas, Wisconsin

Other planners in Wausau that publish fees

• Borger Capital Management LLCWausau$300/hr
• Point Wealth, LLCWausau$250/hr, $50⁠-⁠$1,000/mo
• 401K Investment ProfessionalsWaunakee$250/hr
• 808 InvestmentsEllsworth$200⁠-⁠$500/mo
• A-Team AdvisorsMedford$500/hr
• Adler FinancialOregon$175/hr

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