Cushing Capital Partners, LLC fees and pricing
Financial planner in Delafield, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 2, 2026, Cushing Capital Partners, LLC charges an annual fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $20,000/yr
“There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $20,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cushing Capital Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for financial planning and/or consulting services are billed on a fixed rate in advance.”
- “Fees for one-time projects are payable either upon completion of the project or half paid upon execution of the agreement with the balance due upon completion of the project.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
How Cushing Capital Partners, LLC’s fees compare
- Its annual fee of $20,000 is above the Wisconsin median of $5,000. 96% of the 25 other Wisconsin planners that publish an annual fee charge less.
About Cushing Capital Partners, LLC
- Principal: Jacob Mayer
- Firm size: 2 employees.
- Registered as an adviser: 2021 (5 years).
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
- 1.75% a year
- Minimum
- $3,750 minimum fee (stated in brochure)
- Clients
- 199
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $274,702,787
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313497
- Phone
- (262) 256-0590
Can advise clients in 7 states: Colorado, Florida, Illinois, Minnesota, Nebraska, Texas, Wisconsin
Other planners in Delafield that publish fees
- Behl Wealth ManagementDelafield$300/hr, $3,500-$15,000
- 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
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.