Iag Wealth Partners, LLC fees and pricing

Published fees

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

Hourly rate

$75⁠-⁠$300/hr

“The Firm's hourly fee for Consulting Services varies from $75 to $300 per hour depending upon the technical nature of services requested, nature of reports requested and professional staff needed to complete the project.”

Flat or project fee

$1,200

“IAG WEALTH PARTNERS - Form ADV Brochure QB\101365817.5 10 | P a g e Initial Financial Planning Service Fee (the first six months of service) The fee for the Initial Financial Planning services starts at $1,200, although, as negotiated between IAG and a client, fees may be less than $1,200.”

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

How Iag Wealth Partners, LLC bills

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

• “Fees are negotiable, payable ½ in advance and ½ at presentation of the plan.”
• “At times, clients negotiate for payment to be made on a one-time basis (rather than a fee payable ½ in advance and ½ at presentation of the plan).”
• “Annual retainer will be determined upon completion of the initial plan and based on the ongoing complexity of your personal financial circumstances.”

How Iag Wealth Partners, LLC’s fees compare

• Its hourly rate of $75-$300 is below the Wisconsin median of $300. 8% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• None of the 2 other planners in Waukesha that publish an hourly rate charge less.
• Its flat or project fee of $1,200 is below the Wisconsin median of $3,000. 12% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Iag Wealth Partners, LLC

• Principal: Lori A. Watt
• Firm size: 15 employees.
• Registered as an adviser: 2009 (17 years).

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

2.95% a year

Clients

2,339

Employees

15

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$1,868,964,951

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

109721

Website

facebook.com/iagwealthpartners (opens in new tab)

Phone

(262) 446-8150

Can advise clients in 22 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, North Carolina, Nevada, New York, Ohio, South Carolina, Tennessee, Texas, Utah, Virginia, Wisconsin

Other planners in Waukesha that publish fees

• Global View Capital Management LLCWaukesha$350/hr
• Launch Wealth ManagementWaukesha$300/hr, $2,500
• 401K Investment ProfessionalsWaunakee$250/hr
• 808 InvestmentsEllsworth$200⁠-⁠$500/mo
• A-Team AdvisorsMedford$500/hr
• Adler FinancialOregon$175/hr

Compare all 5 planners in Waukesha