Circle R Wealth LLC fees and pricing

Financial planner in Crivitz, Wisconsin. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 15, 2026, Circle R Wealth LLC charges a monthly fee of $100 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $100/mo; “Basic. $100 per month Family. $300 month Business. $600 month Fees for ongoing financial planning/consulting will be billed via:”

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

“Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

Principal: Frank Krance
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2005 (21 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 53
Employees: 1
Works with: Individuals, high net worth individuals, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $11,334,491
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 135993
Website: circlerwealthllc.com (opens in new tab)
Phone: (715) 927-5031

Is something on this page wrong or out of date?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.