Kramer Investment Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services are offered to all clients based on an hourly fee of $200 per hour.”

Flat or project fee

$2,500

“Services are available to all clients based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.”

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

How Kramer Investment Services, LLC bills

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

• “The first payment is due at the commencement of the planning process, balance of the final payment is due upon delivery of completed plan.”
• “Client may cancel within five (5) business days of signing Agreement for a full refund.”
• “Clients placed with third party money managers will be billed in accordance with the third-party money manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”

How Kramer Investment Services, LLC’s fees compare

• 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.
• Its flat or project fee of $2,500 is below the Wisconsin median of $3,000. 32% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Kramer Investment Services, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2013 (13 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

3% a year

Clients

507

Employees

3

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$63,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

169769

Website

kramerconnect.com (opens in new tab)

Phone

(262) 729-4128

Can advise clients in 3 states: Florida, Illinois, Wisconsin

Other planners in Lake Geneva that publish fees

• Form Wealth Advisors, LLCLake Geneva$1,000⁠-⁠$4,000
• 401K Investment ProfessionalsWaunakee$250/hr
• 808 InvestmentsEllsworth$200⁠-⁠$500/mo
• A-Team AdvisorsMedford$500/hr
• Adler FinancialOregon$175/hr
• Advisors Management Group IncLa Crosse$500

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