Founder360° Family Office fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Service Fee Automated Planning-Only Estimates No additional charge (included) Detailed Valuation Analysis $1,000 per engagement (one per year included for Business Advisory and Family Office Clients) Formal Valuation Referral Coordination $250 per hour Billing Base — Held-Away Assets Founder360° may include…”

Monthly fee

$50/mo

“Clients may elect enhanced data frequency (monthly versus quarterly data synchronization from connected systems) for an additional $50 per month.”

Annual fee

$10,000/yr

“If the AUM-based fee calculation results in a fee that is less than $10,000 per year, the annual advisory fee will be $10,000.”

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

How Founder360° Family Office bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed-upon fee will be outlined in your Advisory Contract.”

How Founder360° Family Office’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.
• 1 of the 5 other planners in Mequon that publish an hourly rate charge less.
• Its annual fee of $10,000 is above the Wisconsin median of $5,000. 80% of the 25 other Wisconsin planners that publish an annual fee charge less.

About Founder360° Family Office

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA and CFA.
• Founded: 2025.

Planning areas mentioned in the brochure

• Tax planning
• Business owners

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% a year

Minimum

No minimum stated in brochure

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339296

Phone

(262) 442-6481

Other planners in Mequon that publish fees

• Denali Wealth Management, Inc.Mequon$150⁠-⁠$500/hr, $100/mo
• Diversified Capital Wealth Management, LLCMequon$200⁠-⁠$300/hr
• Gallatin Financial Advisors, LLCMequon$250/hr, $1,200
• Gentian Financial, Inc.Mequon$150⁠-⁠$300/hr, $250⁠-⁠$25,000
• Spectrum Investment Advisors, Inc.Mequon$2,000/yr
• Summit Financial Management LLCMequon$250⁠-⁠$500/hr, $1,000⁠-⁠$25,000

Compare all 8 planners in Mequon