Kardinal Financial fees and pricing
Financial planner in Verona, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 21, 2026, Kardinal Financial charges an annual fee of $2,400-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,400-$12,000/yr
“Fees for Ongoing Comprehensive Financial Planning & Investment Management range between $2,400-$12,000 annually paid in equal monthly or quarterly installments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kardinal Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the relationship.”
- “If a fixed fee program is chosen, the Client has the option to (1) pay all up front or (2) half of the fee is due at the beginning of the process and the remainder is due upon completion of the work.”
How Kardinal Financial’s fees compare
- Its annual fee of $2,400-$12,000 spans the Wisconsin median of $5,000. 68% of the 25 other Wisconsin planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Kardinal Financial
- Principal: Bryan Minogue
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 19
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $9,016,638
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316730
- Phone
- (608) 405-6375
Other planners in Verona that publish fees
- Castle FinancialVerona$1,000-$5,000
- Fiscal Fitness, LLCVerona$350/hr
- Midwest Asset Management, Inc.Verona$300-$500/hr
- Walkner Condon Financial Advisors LLCVerona$2,500
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.