Diamond Wealth Partners fees and pricing
Financial planner in Lodi, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Diamond Wealth Partners charges a flat or project fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250
“Minimum financial planning fee of $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Diamond Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable after the minimum is reached.”
- “Proration of Fees Management fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar quarter.”
- “Accounts initiated or terminated will be charged a prorated fee.”
How Diamond Wealth Partners’ fees compare
- Its flat or project fee of $250 is below the Wisconsin median of $3,000. None of the 73 other Wisconsin planners that publish a flat or project fee charge less.
About Diamond Wealth Partners
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- 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
- 2% a year
- Clients
- 7
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $1,230,981
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321866
- Phone
- (608) 513-3395
Other planners in Wisconsin 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Is something on this page wrong or out of date?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.