Compound Wealth, Advisory and Tax LLC fees and pricing
Financial planner in Waunakee, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 28, 2026, Compound Wealth, Advisory and Tax LLC charges a flat or project fee of $2,500-$10,000 and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$10,000
“Fixed fees generally range from $2,500 to $10,000, depending upon the scope and complexity of the agreed-upon services.”
- Annual fee
- $5,000/yr
“The Compound Incubator program is offered for a flat annual fee of $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Compound Wealth, Advisory and Tax LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Such fees are payable quarterly in advance based on the market value of the assets on the last day of the previous quarter and calculated based on the number of days in each quarter.”
- “The fees will be prorated if the investment advisory relationship commences otherwise than at the beginning of a calendar quarter.”
- “This fee is negotiable and may vary based on the complexity of the client’s financial circumstances.”
How Compound Wealth, Advisory and Tax LLC’s fees compare
- Its flat or project fee of $2,500-$10,000 spans the Wisconsin median of $3,000. 68% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
- Its annual fee of $5,000 matches the Wisconsin median of $5,000. 48% of the 25 other Wisconsin planners that publish an annual fee charge less.
About Compound Wealth, Advisory and Tax LLC
- Firm size: 5 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- No minimum stated in brochure
- Clients
- 81
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $42,816,972
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337358
- Phone
- (608) 999-2214
Other planners in Waunakee that publish fees
- 401K Investment ProfessionalsWaunakee$250/hr
- 808 InvestmentsEllsworth$200-$500/mo
- A-Team AdvisorsMedford$500/hr
- Adler FinancialOregon$175/hr
- Advisors Management Group IncLa Crosse$500
- Alliance Wealth Management Milwaukee, Inc.Milwaukee$150-$300/hr
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.