Denarius Wealth Management fees
Financial planner in Appleton, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Denarius Wealth Management (Appleton, WI) charges up to $200 an hour and an annual fee of $3,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change.
- Hourly rate
- Up to $200/hr
Capped at $200, at or below the Wisconsin median of $300.
“Our Consulting Services fees are calculated and charged on an hourly basis, at a rate of up to $200 per hour.”
- Annual fee
- $3,000/yr
Below the Wisconsin median of $7,200; 3 of the 10 other planners in Wisconsin that publish an annual fee charge less.
“The standard financial planning fee is $3,000 per year, but this fee may be negotiated to a higher or lower amount, based on the individual financial planning needs of each client.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2013 (13 years)
How Denarius Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The agreement provides for a prorated refund of fees paid in advance if the agreement terminates prior to the end of a month, with said fee being returned to the client within 30 days in a normal course of business.”
- “For Company Sponsored Retirement Plans, DENARIUS is authorized to invoice the record keeper or third-party administrator directly for our fees.”
- “If the Plan is initiated or terminated during the quarter, the fee for that quarter will be prorated to cover only the period for which the Plan was serviced.”
About Denarius Wealth Management
“By putting goal achievement ahead of investment performance, the intended result is a wealth management program dedicated to the client, instead of solely investment results-oriented advice.”
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Business owners
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 28
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $3.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 27, 2026
- CRD number
- 168989 (opens in new tab)
- Phone
- (920) 941-0225
Other planners in Appleton that publish fees
- Kolash Wealth Strategies, LLCAppletonHourly $210/hr, Flat $200-$5,000
- Valkyrie FinancialAppletonMonthly $200-$700/mo
More planners in Wisconsin that publish fees
- Calculated WealthMadisonHourly $400/hr, Flat $4,500-$60,000
- Entirement Financial Planning LLCWatertownFlat $1,500-$20,000, Annual up to $9,600/yr
- Franson Financial LLCHaywardQuarterly $2,000/qtr
- Midwest Asset Management, Inc.VeronaHourly $300-$500/hr
- Wegner Asset Management, LLCMiddletonHourly $500/hr
- McKinley Money, LLCEau ClaireHourly up to $500/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.