Elite Wealth Management, Inc. fees and pricing
Financial planner in Plover, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Elite Wealth Management, Inc. charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“Elite Wealth Management may provide a comprehensive financial plan for a fixed fee of $500, which may be negotiable depending upon the nature and complexity of the client's circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Elite Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The timing of fees paid in arrears, based on the average daily balance of each billing period.”
How Elite Wealth Management, Inc.’s fees compare
- Its flat or project fee of $500 is below the Wisconsin median of $3,000. 3% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
About Elite Wealth Management, Inc.
“Elite Wealth Management offers asset management on a wrap fee basis, financial planning, and consulting services, with an emphasis on building portfolios designed to meet the needs of our clients. Our firm offers retirement planning services to pre retires and retires.”
- Principal: Elite Retirement
- Firm size: 5 employees.
- Founded: 2024 (2 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
- 1.5% a year
- Clients
- 871
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
- Assets managed
- $161,422,447
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333159
- Phone
- (715) 341-8899
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.