Diversified Capital Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$300/hr

“The hourly rate will range from $200 to $300 depending on the expertise needed to complete the services requested.”

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

How Diversified Capital Wealth Management, LLC bills

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

• “All unearned fees are prorated based upon the time services are actually provided and returned by DCWM to the client.”
• “For services provided under DCWM's program, fees are payable quarterly in advance.”
• “If the account is established any day other than the first day of a calendar quarter, the fee due for the first billing period is paid on a prorated basis based on the number of days services were provided.”

How Diversified Capital Wealth Management, LLC’s fees compare

• 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.
• 1 of the 5 other planners in Mequon that publish an hourly rate charge less.

About Diversified Capital Wealth Management, LLC

• Principal: Michael R. Palmisano
• Firm size: 2 employees.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning
• Insurance analysis

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

110

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$20,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

168428

Website

diversifiedcwm.com (opens in new tab)

Phone

(414) 688-7547

Other planners in Mequon that publish fees

• Denali Wealth Management, Inc.Mequon$150⁠-⁠$500/hr, $100/mo
• 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