John F Suby Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“Wealth Management's hourly fee varies from $100 to $500 per hour and depends upon the nature and scope of the advice requested by the client, the amount and nature of the research required to complete the project, and the nature and number of reports required by the client.”

Flat or project fee

$500⁠-⁠$25,000

“Wealth Management's flat fee is quoted in advance and usually ranges from $500 to $25,000 depending upon the nature and scope of the advice requested by the client, the nature and number of investments in a client's portfolio, amount and nature of research required to complete the project and scope and number of…”

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

How John F Suby Wealth Management LLC bills

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

• “Wealth Management’s fees are generally calculated and deducted from the account quarterly but may be deducted in advance or in arrears depending on the platform used.”
• “If the account is established any day other than the first day of a calendar quarter, the fee due for the first billing period is paid on a prorated basis based on the number of days services were provided.”
• “Regarding fees paid to third party platform providers and third party managers, such fees may be calculated and deducted from the account monthly or quarterly, and may be deducted in advance or in arrears, all depending on the platform used.”

How John F Suby Wealth Management LLC’s fees compare

• Its hourly rate of $100-$500 spans the Wisconsin median of $300. 45% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 5 of the 10 other planners in Madison that publish an hourly rate charge less.
• Its flat or project fee of $500-$25,000 spans the Wisconsin median of $3,000. 92% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 10 of the 11 other planners in Madison that publish a flat or project fee charge less.

About John F Suby Wealth Management LLC

• Principal: John F. Suby
• Firm size: 3 employees.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1% a year

Clients

183

Employees

3

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 selecting other advisers

Assets managed

$464,881,240

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

150824

Website

linkedin.com/company/john-f-suby-wealth-management-llc (opens in new tab)

Phone

(608) 273-3100

Can advise clients in 5 states: Florida, Illinois, Minnesota, Washington, 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

Compare all 24 planners in Madison