Franson Financial LLC fees and pricing

Firm size: 2 employees.
Registered as an adviser: 2022 (4 years).

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

According to its Form ADV Part 2A brochure dated April 22, 2026, Franson Financial LLC charges a quarterly fee of $2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $2,000/qtr; “All fees are negotiable. 9 Retirement Plan Advisory Fee (for held-away assets) The fee for the Retirement Plan Advisory service is $2,000 per quarter.”

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

“The fee will be prorated and billed in arrears on a monthly basis based on the market value of the account at the end of the last trading day of the month.”
“The fee will be billed in arrears on a monthly basis based on the market value of the account at the end of the last trading day of the month.”
“Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 19
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $2,220,139
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 321943
Website: FransonFinancial.com (opens in new tab)
Phone: (715) 919-0880

Is something on this page wrong or out of date?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