Denali Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“The hourly rate ranges from $150 to $500 depending on the complexity and nature of the project.”

Monthly fee

$100/mo

“Standard Record keeping fees are assessed monthly for retirement planning advice at a standard rate of $100 per month and $1 per plan participant per month.”

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

How Denali Wealth Management, Inc. bills

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

• “One-half of the fee is payable upon commencement of services, with the balance due upon delivery of the written plan or completion of counseling services.”
• “Advisory fees are payable quarterly in advance and are calculated on the basis of the market value of the investment in the account, including any balances held in money market funds.”
• “Subsequent fees are based upon the market value of the account as of the last business day of the previous quarter. 7 Upon termination of the account, any pre-paid advisory fees will be prorated and any unearned fee will be refunded.”

How Denali Wealth Management, Inc.’s fees compare

• Its hourly rate of $150-$500 spans the Wisconsin median of $300. 59% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 4 of the 5 other planners in Mequon that publish an hourly rate charge less.

About Denali Wealth Management, Inc.

• Firm size: 6 employees.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Retirement planning
• Insurance analysis

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

1.25% a year

Clients

236

Employees

6

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$226,122,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

153323

Website

denaliwm.com (opens in new tab)

Phone

(414) 978-0020

Can advise clients in 7 states: Arizona, Colorado, Connecticut, Florida, Massachusetts, Texas, Wisconsin

Other planners in Mequon that publish fees

• Diversified Capital Wealth Management, LLCMequon$200⁠-⁠$300/hr
• Founder360° Family OfficeMequon$250/hr, $50/mo
• Gallatin Financial Advisors, LLCMequon$250/hr, $1,200
• Gentian Financial, Inc.Mequon$150⁠-⁠$300/hr, $250⁠-⁠$25,000
• Spectrum Investment Advisors, Inc.Mequon$2,000/yr
• Summit Financial Management LLCMequon$250⁠-⁠$500/hr, $1,000⁠-⁠$25,000

Compare all 8 planners in Mequon