Calculated Wealth fees and pricing
Financial planner in Madison, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 2, 2026, Calculated Wealth charges $400 an hour, a flat or project fee of $4,500-$60,000, and an annual fee of $10,000-$60,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“In the event of early termination, the client will be billed for the hours worked at a rate of $400 per hour.”
- Flat or project fee
- $4,500-$60,000
“The fixed fee can range between $4,500 and $60,000.”
- Annual fee
- $10,000-$60,000/yr
“Financial Planning and Investment Management For our high-net-worth client relationships, we offer Comprehensive Financial Planning, which consists of an annual fee billed directly to the client ranging from $10,000 to $60,000.00, paid monthly or quarterly in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Calculated Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If a fixed fee program is chosen, fees will be due quarterly, however, Calculated Wealth will not bill an amount above $1,200.00 more than 6 months in advance.”
- “If the initial deposit is greater than the amount billed, then the client will be refunded the difference.”
- “If the initial deposit is less, then the client will be billed the difference.”
How Calculated Wealth’s fees compare
- 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.
- 8 of the 10 other planners in Madison that publish an hourly rate charge less.
- Its flat or project fee of $4,500-$60,000 is above the Wisconsin median of $3,000. 99% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
- 11 of the 11 other planners in Madison that publish a flat or project fee charge less.
- Its annual fee of $10,000-$60,000 is above the Wisconsin median of $5,000. 100% of the 25 other Wisconsin planners that publish an annual fee charge less.
About Calculated Wealth
- Principal: Nathan Byers
- Firm size: 5 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
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
- 194
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $200,778,956
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 318985
- Phone
- (608) 400-4072
Can advise clients in 6 states: California, Florida, Minnesota, Ohio, Texas, Wisconsin
Other planners in Madison that publish fees
- Atlatl AdvisersMadison$500/hr, $2,500
- CLF Asset Management, Inc.Madison$195/hr, $1,000-$3,000
- Enrich Financial Partners LLCMadison$300-$750/hr
- Evolution Financial LLCMadison$300/hr, $3,000-$5,000
- Forward Investment Advisors, Inc.Madison$120/hr
- Isthmus Partners, LLCMadison$250/hr, $500-$5,000
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.