C.r. Haupt LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

Up to $250/hr

“Fees for planning or other general services are billed on an hourly basis ranging from $0.00 to $250.00 per hour.”

Flat or project fee

Up to $5,000

“Certain services with known scope and duration such as the creation of an investment policy statement or a portfolio checkup may be billed at a flat rate between $0.00 and $5,000.00.”

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

How C.r. Haupt LLC bills

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

• “Clients are billed in arrears for fees based on assets under management.”
• “Haupt LLC, the fees listed below may be negotiable or waived entirely.”
• “Clients are not necessarily billed equivalent rates.”

How C.r. Haupt LLC’s fees compare

• Its hourly rate of up to $250 is below the Wisconsin median of $300. 1% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• None of the 3 other planners in Eau Claire that publish an hourly rate charge less.
• Its flat or project fee of up to $5,000 spans the Wisconsin median of $3,000. 32% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About C.r. Haupt LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2011 (15 years).

Planning areas mentioned in the brochure

• Business owners

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

1% a year

Clients

6

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$1,936,742

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

157149

Website

crhaupt.com (opens in new tab)

Phone

(920) 215-1724

Other planners in Eau Claire that publish fees

• Capital Coordinators CompanyEau Claire$150/hr
• Jones Financial Consulting, LLCEau Claire$200/hr, $1,000⁠-⁠$2,000
• Mckinley Money, LLCEau-claire$500/hr
• 401K Investment ProfessionalsWaunakee$250/hr
• 808 InvestmentsEllsworth$200⁠-⁠$500/mo
• A-Team AdvisorsMedford$500/hr

Compare all 6 planners in Eau Claire