Financial Service Group Inc fees and pricing
Financial planner in Mount Pleasant, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 10, 2026, Financial Service Group Inc charges $250 an hour, a monthly fee of $200, and an annual fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The Elder Life Planning Service Fees are billed at an hourly rate of $250 or at a day rate of $2,000 depending on the specific needs of the participating client or client family member.”
- Monthly fee
- $200/mo
“The minimum monthly fee is $200.”
- Annual fee
- $6,000/yr
“The minimum annual fee is $6,000 (or $4,800 for relationships established prior to 4/1/2022).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Service Group Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients have the ability to select whether fees will be deducted from their assets or billed directly.”
- “Fees are payable calendar-quarterly, after services are provided.”
- “The fee for the first quarter shall be prorated from the date the contract is signed to the end of the first quarter.”
How Financial Service Group Inc’s fees compare
- Its hourly rate of $250 is below the Wisconsin median of $300. 23% of the 95 other Wisconsin planners that publish an hourly rate charge less.
- Its annual fee of $6,000 is above the Wisconsin median of $5,000. 56% of the 25 other Wisconsin planners that publish an annual fee charge less.
About Financial Service Group Inc
- Firm size: 8 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1992 (34 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
- Minimum
- $6,000 minimum fee (stated in brochure)
- Clients
- 192
- Employees
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $214,995,359
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107893
- Phone
- (262) 554-4500
Can advise clients in 6 states: Arizona, Florida, Illinois, North Carolina, Texas, Wisconsin
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.