PlannerFees

Client First Investment Management LLC fees and pricing

Financial planner in West Bend, Wisconsin. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 11, 2026, Client First Investment Management LLC charges $200 an hour, a flat or project fee of $250⁠-⁠$3,000, and a monthly fee of $49 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Hourly Fee based on a rate of $200 per hour.”
Flat or project fee
$250⁠-⁠$3,000
“Fees ranging between $250 to $3000 for financial plans and other financial consulting projects may be charged.”
Monthly fee
$49/mo
“The fee for this on-line allocation services is a flat monthly rate $49.95 (negotiable), which is payable in equal monthly installments via credit card or other means, with the initial payment due at the time of subscription.”

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

How Client First Investment Management LLC bills

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

  • “All fees for Consulting Services are negotiable.”
  • “Maybe be billed per hour as needed or we will quote a fee for the services discussed based on the hourly rate.”
  • “For fixed or hourly projects, one-half of the fee is payable upon commencement of services with the balance due upon delivery of the written plan or completion of consulting services.”

How Client First Investment Management LLC’s fees compare

  • Its hourly rate of $200 is below the Wisconsin median of $300. 11% of the 95 other Wisconsin planners that publish an hourly rate charge less.
  • None of the 2 other planners in West Bend that publish an hourly rate charge less.
  • Its flat or project fee of $250-$3,000 is below the Wisconsin median of $3,000. 23% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Client First Investment Management LLC

  • Firm size: 16 employees.
  • Founded: 2015 (11 years).

Planning areas mentioned in the brochure

  • Estate planning

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
2.5% a year
Clients
596
Employees
16
Works with
Individuals, high net worth individuals, investment companies, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$271,935,662
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
282600
Website
linkedin.com/company/client-first-tax-and-wealth-advisors (opens in new tab)
Phone
(262) 335-1700

Can advise clients in 7 states: California, Florida, Illinois, Minnesota, North Carolina, Texas, Wisconsin

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