PlannerFees

Launch Wealth Management fees and pricing

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

According to its Form ADV Part 2A brochure dated May 26, 2026, Launch Wealth Management charges $300 an hour and a flat or project fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Our hourly rate is $300.”
Flat or project fee
$2,500
“Fixed fees generally start at $2,500.”

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

How Launch Wealth Management bills

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

  • “Fees are negotiable and some fees may vary by Client for similar services.”
  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “Billed Market Value x (Days in Quarter/ Days in Year) x Fee Percent.”

How Launch Wealth Management’s fees compare

  • Its hourly rate of $300 matches the Wisconsin median of $300. 45% of the 95 other Wisconsin planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Waukesha 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 Launch Wealth Management

  • Principal: Joseph Thompson
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

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
2% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed
$5,625,865
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
338414
Website
launch-wm.com (opens in new tab)
Phone
(262) 720-7163

Other planners in Waukesha that publish fees

Compare all 5 planners in Waukesha

Is something on this page wrong or out of date?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