CWP Private Wealth Management fees and pricing

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

According to its Form ADV Part 2A brochure dated March 25, 2026, CWP Private Wealth Management charges $200⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$300/hr; “The hourly fee can range from $200-$300 per hour and is negotiable.”

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

“All fees charged by CWP for advisory services are negotiable.”
“Fifty (50) percent of the estimated fee is typically due at the time of signing with the balance due upon completion of the consulting project.”
“Fees are payable monthly in arrears and are calculated on the basis of the market value of the investments in the account(s), including any balances held in money market funds as of the last business day of the recently completed month.”

Its hourly rate of $200-$300 is below the Wisconsin median of $300. 23% of the 95 other Wisconsin planners that publish an hourly rate charge less.
2 of the 2 other planners in West Bend that publish an hourly rate charge less.

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: 0.4% a year
Clients: 511
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $276,097,524
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 281520
Website: cwpwealth.com (opens in new tab)
Phone: (262) 226-2729

Can advise clients in 6 states: Arizona, Florida, Indiana, Michigan, Ohio, Wisconsin

Is something on this page wrong or out of date?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