J Kaiser Management, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated April 30, 2026, J Kaiser Management, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 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.

“Accounts will be billed on a pro-rated basis if terminated during the month.”
“Financial planning services are billed on a 15-minute basis with an estimate prior to engagement.”
“Financial Planning fees are billed directly to the client. 5 Where applicable, Investor hereby expressly grants Advisor the authority to liquidate portions of Investor’s account for the sole and express purpose of paying Investor’s management fees.”

Its hourly rate of $200 is below the Wisconsin median of $300. 11% of the 95 other Wisconsin planners that publish an hourly rate charge less.

“The focus of financial planning is investment related, but can cover many topics, based on the client’s needs.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2020 (6 years).

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 14
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed: $305,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 307968
Website: jonpkaiser.com (opens in new tab)
Phone: (715) 415-7428

Is something on this page wrong or out of date?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