Fiscal Fitness, LLC fees and pricing

Financial planner in Verona, Wisconsin. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 20, 2026, Fiscal Fitness, LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Fees for financial planning and investment advice services are $350 per hour.”

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

“Fees are negotiable in that Fiscal Fitness, LLC may offer services on a pro-bono or reduced fee basis in certain situations.”
“The balance of fees due is payable immediately upon presentation of the advice to the client.”

Its hourly rate of $350 is above the Wisconsin median of $300. 61% of the 95 other Wisconsin planners that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

“We provide fee-only, as-needed financial planning and investment advice services to individuals and families from all walks of life.”

From the firm's description of its advisory business in its Form ADV brochure.

Principal: Kathy Hankard
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Founded: 2005 (21 years).

Is something on this page wrong or out of date?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.