Canopy Wealth Management fees
Financial planner in Middleton, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 12, 2026, Canopy Wealth Management (Middleton, WI) charges a flat or project fee of $1,000-$25,000 and a monthly fee from $200 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change.
- Flat or project fee
- $1,000-
$25,000 Runs from below the Wisconsin median of $6,875 to above it.
“Financial planning fees are generally calculated and charged on a flat fee basis ranging from a minimum of $1,000 to $25,000 per engagement.”
- Monthly fee
- From $200/mo
“Ongoing Financial Planning services are billed as an ongoing fee that is paid monthly, in advance, at the starting minimum rate of $200 per month.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 12 employees
- Registered since
- 2018 (8 years)
How Canopy Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will not receive from Canopy an account statement or a fee invoice.”
- “For those who will be charged for financial planning, we will invoice the client for the financial planning services, and the fees will generally be due and payable upon delivery of the completed financial plan to the client.”
- “Since this fee is paid in advance, a refund may be paid to the client upon termination for any unearned fee.”
About Canopy Wealth Management
“Investment planning is designed to provide a retirement roadmap of income and expenses over the client's life.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 592
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $1.2 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of April 8, 2026
- CRD number
- 297717 (opens in new tab)
- Phone
- (608) 662-9018
Registered or notice filed in 21 states: Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Maryland, Michigan, Minnesota, Nebraska, New Hampshire, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, Wisconsin
Other planners in Middleton that publish fees
- Jacobson & Schmitt Advisors, LLCMiddletonAnnual $5,000-$50,000/yr
- Milestone Investment Advisors, LLCMiddletonHourly $300/hr
- ShellCrest Financial LLCMiddletonHourly $800/hr, Flat $30,000-$75,000
- Trinity Financial PlanningMiddletonHourly $275-$625/hr
- Wegner Asset Management, LLCMiddletonHourly $500/hr
More planners in Wisconsin that publish fees
- Jones Financial Consulting, LLCEau ClaireHourly $200/hr
- Simplicity Financial, LLCMilwaukeeFlat $500-$2,000, Annual $1,200-$50,000/yr
- Yahara Wealth Management LLCMadisonQuarterly from $1,500/qtr
- Franson Financial LLCHaywardQuarterly $2,000/qtr
- Korbitz Financial Planning LLCMilwaukeeHourly $460/hr
- Bluemound Asset Management, LLCFranklinHourly $400/hr, Annual $1,600/yr
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.