PlannerFees

Direction Financial Management, LLC fees and pricing

Financial planner in Germantown, Wisconsin. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 20, 2026, Direction Financial Management, LLC charges $360 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$360/hr
“Financial Planning and Investment Consultation Services-Hourly/Fixed/Project Due to the unique situation of each client, our services are generally provided on an hourly or fixed fee basis, calculated based on the firm's current rate of $360 per hour.”

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

How Direction Financial Management, LLC bills

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

  • “Any engagement fees or project balances are due and payable upon delivery of the plan or advice.”
  • “Fees are negotiable at the discretion of Direction Financial Management.”
  • “All financial planning fees are paid by check, credit card or other electronic remittance service.”

How Direction Financial Management, LLC’s fees compare

  • Its hourly rate of $360 is above the Wisconsin median of $300. 69% of the 95 other Wisconsin planners that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Direction Financial Management, LLC

“The firm provides fee-only (project, hourly or annual) financial planning and investment consultation services to individuals, families, and trusts.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and CPA.
  • Founded: 2012 (14 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Clients
32
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, selecting other advisers, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
165985
Website
directionforyou.com (opens in new tab)
Phone
(414) 333-3396

Other planners in Wisconsin that publish fees

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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.