GTG Wealth Management, LLC fees and pricing

Financial planner in Elm Grove, Wisconsin. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 2, 2026, GTG Wealth Management, LLC charges $150 an hour for financial planning.

Published fees

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

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

“In such cases, any unearned pre-paid project retainer will be promptly refunded, or the Adviser 11 | P a g e GTG Wealth Management ADV 2 Brochures January 29, 2026 will prepare an invoice only for services provided up the effective date of termination. 2.”
“The Adviser’s termination and refund policies are outlined in Item 5.A(1) of this Brochure. 2.”
“In such cases, any unearned pre-paid fees will be promptly refunded, or the Adviser will prepare an invoice only for services provided up the effective date of termination.”

Its hourly rate of $150 is below the Wisconsin median of $300. 3% of the 95 other Wisconsin planners that publish an hourly rate charge less.
None of the 3 other planners in Elm Grove 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.

How the firm is paid: Hourly fees, fixed or flat fees
Charges a % of assets: No
Employees: 2
Services reported to regulators: Financial planning, pension consulting, selecting other advisers, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 126273
Website: gtgwealth.com (opens in new tab)
Phone: (262) 796-1190

Can advise clients in 3 states: Iowa, Illinois, Wisconsin

Is something on this page wrong or out of date?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