Financial Strategies, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Clients are charged an initial flat fee that is based upon the complexity and scope of the planning needed, the client’s financial situation, and their financial objectives, based on an hourly rate of $300.”

Flat or project fee

$1,000⁠-⁠$15,000

“We charge a fixed fee ranging from $1,000 to $15,000 for a comprehensive financial plan which may be negotiable and is dependent on the scope and complexity of the plan, your situation, and your financial objectives.”

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

How Financial Strategies, Inc. bills

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

• “The remainder of the fee will be billed to you periodically or upon completion of the financial planning services.”
• “For new clients or for existing clients transferring in additional assets under management, as assets are transferred to accounts managed by us, partial time periods will be billed proportionally.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees based on how long services were provided during the billing cycle.”

How Financial Strategies, Inc.’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.
• 1 of the 5 other planners in Brookfield that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$15,000 spans the Wisconsin median of $3,000. 74% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in Brookfield that publish a flat or project fee charge less.

About Financial Strategies, Inc.

• Firm size: 7 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning

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

1.2% a year

Clients

199

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$149,831,208

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

113097

Website

facebook.com/FSIInvest (opens in new tab)

Phone

(262) 821-1664

Can advise clients in 5 states: Arizona, Florida, Illinois, Texas, Wisconsin

Other planners in Brookfield that publish fees

• Annex Wealth Management, LLCBrookfield$1,000
• Borges FinancialBrookfield$395/hr, $1,000
• Brook CapitalBrookfield$1,000/yr
• Entasis Asset Management LLCBrookfield$4,000/yr
• Granite Financial GroupBrookfield$350/hr, $1,500⁠-⁠$10,000
• Midwest Wealth Solutions LLCBrookfield$400/hr, $8,000

Compare all 12 planners in Brookfield