Isthmus Partners, LLC fees and pricing
Financial planner in Madison, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 23, 2026, Isthmus Partners, LLC charges $250 an hour and a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Isthmus Partners also provides hourly financial planning at a rate of $250 per hour.”
- Flat or project fee
- $500-$5,000
“Hourly and Fixed Fee Arrangements Isthmus Partners’ financial planning fees range from $500 to $5,000 on a fixed fee basis, and will depend upon the level and scope of the services required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Isthmus Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Such fees are payable quarterly in advance.”
- “The fees will be prorated if the investment advisory relationship commences otherwise than at the beginning of a calendar month.”
- “The client will be billed directly for such services.”
How Isthmus Partners, LLC’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.
- 3 of the 10 other planners in Madison that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 spans the Wisconsin median of $3,000. 45% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
- 3 of the 11 other planners in Madison that publish a flat or project fee charge less.
About Isthmus Partners, LLC
“The firm may also offer financial planning services to certain clients.”
- Firm size: 17 employees.
- Registered as an adviser: 2014 (12 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
- 0.9% a year
- Clients
- 357
- Employees
- 17
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
- Assets managed
- $1,438,537,516
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 171279
- Phone
- (608) 729-0949
Can advise clients in 9 states: Arizona, California, Colorado, Florida, Illinois, Minnesota, North Carolina, Texas, Wisconsin
Other planners in Madison that publish fees
- Atlatl AdvisersMadison$500/hr, $2,500
- Calculated WealthMadison$400/hr, $4,500-$60,000
- CLF Asset Management, Inc.Madison$195/hr, $1,000-$3,000
- Enrich Financial Partners LLCMadison$300-$750/hr
- Evolution Financial LLCMadison$300/hr, $3,000-$5,000
- Forward Investment Advisors, Inc.Madison$120/hr
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.