Evolution Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“If you terminate more than five days after the execution of the agreement, you will be billed an amount equal to the hourly rate of $300 multiplied by the number of hours of service performed up to and including the date of termination, minus any deposit paid to date.  Limited Financial Consultation o Fee Structure.”

Flat or project fee

$3,000⁠-⁠$5,000

“For preparation of the initial financial plan, our fees typically range from $3,000 to $5,000.”

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

How Evolution Financial LLC bills

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

• “Fees are paid in advance every month/quarter on the first of each calendar month/quarter (or the first business day thereafter) with no refunds for partial months.”
• “Clients will be invoiced for such fees, and, at their option, may establish automatic payments through ACH. o Termination of Agreement.”
• “The initial financial planning fee is negotiable prior to engagement and we may, at our discretion, reduce or, in some circumstances, waive the financial planning fee.”

How Evolution Financial LLC’s fees compare

• Its hourly rate of $300 matches the Wisconsin median of $300. 45% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 5 of the 10 other planners in Madison that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$5,000 is above the Wisconsin median of $3,000. 59% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 5 of the 11 other planners in Madison that publish a flat or project fee charge less.

About Evolution Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

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

1% a year

Clients

73

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$38,798,308

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289745

Website

evolutionfinplan.com (opens in new tab)

Phone

(608) 229-1335

Other planners in Madison that publish fees

• Atlatl AdvisersMadison$500/hr, $2,500
• Calculated WealthMadison$400/hr, $4,500⁠-⁠$60,000
• CLF Asset Management, Inc.Madison$195/hr, $1,000⁠-⁠$3,000
• Enrich Financial Partners LLCMadison$300⁠-⁠$750/hr
• Forward Investment Advisors, Inc.Madison$120/hr
• Isthmus Partners, LLCMadison$250/hr, $500⁠-⁠$5,000

Compare all 24 planners in Madison