Cedar Road Capital LLC fees
Financial planner in Whitefish Bay, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Cedar Road Capital LLC (Whitefish Bay, WI) charges up to $500 an hour and a flat or project fee of up to $15,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Wisconsin median is $300.
“Hourly fees range up to $500 per hour and fixed fees range up to $15,000.”
- Flat or project fee
- Up to $15,000
Can go up to $15,000; the Wisconsin median is $6,875.
From the same sentence as above.
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
- Credentials held at the firm
- CFA
- Team size
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How Cedar Road Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All agreements are negotiable at the sole discretion of the Advisor.”
- “For fixed-fee agreements, investment advisory fees are paid quarterly, in arrears of each calendar quarter pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
About Cedar Road Capital LLC
- Founded: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 14
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $44.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 26, 2026
- CRD number
- 314426 (opens in new tab)
- Phone
- (773) 317-7539
Other planners in Whitefish Bay that publish fees
- Clarke Financial Counsel, LLCWhitefish BayHourly $325/hr, Flat $3,250-$13,000
More planners in Wisconsin that publish fees
- Simplicity Financial, LLCMilwaukeeFlat $500-$2,000, Annual $1,200-$50,000/yr
- Evolution Financial LLCMadisonHourly $300/hr, Flat $3,000-$5,000
- Broadview Financial Management, LLCWauwatosaHourly $400/hr
- Verus Wealth ManagementDe PereFlat $4,000-$10,000, Quarterly $1,000-$2,500/qtr
- Jordan Financial Life PlanningKenoshaHourly $250/hr
- Borges FinancialBrookfieldHourly $395/hr, Monthly $500-$1,000/mo
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.