Jacobson & Schmitt Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“JSA offers financial planning and consulting services for an annual financial planning fee ranging from $5,000 up to $50,000.”

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

How Jacobson & Schmitt Advisors, LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Jacobson & Schmitt Advisors, LLC’s fees compare

• Its flat or project fee of $5,000 is above the Wisconsin median of $3,000. 62% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Middleton that publish a flat or project fee charge less.

About Jacobson & Schmitt Advisors, LLC

• Firm size: 15 employees.
• Registered as an adviser: 2006 (20 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

437

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, portfolio management for businesses and institutions, and pension consulting

Assets managed

$676,435,703

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

140431

Website

jandsadvisors.com (opens in new tab)

Phone

(608) 662-7500

Can advise clients in 19 states: Alaska, Arizona, California, Colorado, Florida, Georgia, Illinois, Michigan, Minnesota, North Carolina, New York, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Wisconsin

Other planners in Middleton that publish fees

• Apex Fiduciary Advisors LLCMiddleton$600⁠-⁠$5,000
• Blackhorn PartnersMiddleton$300⁠-⁠$2,000/yr
• Milestone Investment Advisors, LLCMiddleton$300/hr, $2,500/yr
• Sentinel Advisory Group, LLCMiddleton$500/hr
• Shellcrest Financial LLCMiddleton$800/hr, $30,000⁠-⁠$75,000
• Trinity Financial PlanningMiddleton$275⁠-⁠$625/hr

Compare all 9 planners in Middleton