Gentian Financial, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“The hourly fee for Financial Planning and Investment Consulting Services varies from $150 to $300 per hour and depends upon the nature and scope of the advice requested by the client, nature and number of investments in a client’s portfolio, amount and nature of research required to complete the project and the…”

Flat or project fee

$250⁠-⁠$25,000

“Flat fees are quoted in advance and range from $250-$25,000 depending upon the nature and scope of the advice requested by the client, nature and number of investments in a client’s portfolio, amount and nature of research required to complete the project and the scope and number of reports requested by a client.”

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

How Gentian Financial, Inc. bills

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

• “As a convenience to the client, the fee may be prorated over time based upon the value of investable assets made subject to services.”
• “One-half the estimated fee is due upon signing of the advisory agreement with the balance due 30 days after the final invoice.”
• “No more than $500 will be billed 6-months or more in advance.”

How Gentian Financial, Inc.’s fees compare

• Its hourly rate of $150-$300 is below the Wisconsin median of $300. 19% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• None of the 5 other planners in Mequon that publish an hourly rate charge less.
• Its flat or project fee of $250-$25,000 spans the Wisconsin median of $3,000. 89% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Mequon that publish a flat or project fee charge less.

About Gentian Financial, Inc.

• Principal: Christopher L. Doughty
• Firm size: 14 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting
• Charitable giving

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

2% a year

Minimum

$300 minimum fee (stated in brochure)

Employees

14

Services reported to regulators

Financial planning, newsletters and publications, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

174216

Website

youtube.com/channel/UC1elaP_5CDQhglHutkQOYJg (opens in new tab)

Phone

(262) 518-7575

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
• Founder360° Family OfficeMequon$250/hr, $50/mo
• Gallatin Financial Advisors, LLCMequon$250/hr, $1,200
• 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