CLF Asset Management, Inc. fees and pricing

Published fees

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

Hourly rate

$195/hr

“We charge only an hourly fee of $195 for our consulting services.”

Flat or project fee

$1,000⁠-⁠$3,000

“We only charge a fixed fee for our financial planning services, which generally ranges from $1,000 to $3,000 and will be determined before signing the written agreement.”

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

How CLF Asset Management, Inc. bills

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

• “Our consulting fee is non-negotiable and payable upon completion of the agreed upon consulting services.”
• “Since fees are payable in arrears, you will be responsible for a prorated fee based on services performed.”
• “For those clients who choose the hourly rate they will be billed for each hour of preparation and consultation.”

How CLF Asset Management, Inc.’s fees compare

• Its hourly rate of $195 is below the Wisconsin median of $300. 9% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 1 of the 10 other planners in Madison that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$3,000 is below the Wisconsin median of $3,000. 29% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 1 of the 11 other planners in Madison that publish a flat or project fee charge less.

About CLF Asset Management, Inc.

• Firm size: 5 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

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

Clients

381

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$146,884,969

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

284060

Website

clfasset.com (opens in new tab)

Phone

(888) 505-3956

Can advise clients in 3 states: Illinois, Texas, Wisconsin

Other planners in Madison that publish fees

• Atlatl AdvisersMadison$500/hr, $2,500
• Calculated WealthMadison$400/hr, $4,500⁠-⁠$60,000
• 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

Compare all 24 planners in Madison