Leach, Bickmore & Weiss Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our firm charges $300 per hour of service rendered per employee.”

Monthly fee

$1,500/mo

“Please note that the maximum monthly fee will be $1,500 for personal financial planning service, please see Item 5 for more information.”

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

How Leach, Bickmore & Weiss Wealth Management, LLC bills

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

• “Annualized fees are billed on a pro-rata basis quarterly in arrears based on the value of the account(s) on the last day of the quarter.”
• “Fees are negotiable and will be deducted from client account(s).”
• “Further, it is important to note that our firm bills on cash unless indicated otherwise in writing.”

How Leach, Bickmore & Weiss Wealth Management, LLC’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.
• 5 of the 10 other planners in Madison that publish an hourly rate charge less.

About Leach, Bickmore & Weiss Wealth Management, LLC

• Firm size: 6 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

291

Employees

6

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

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

Assets managed

$115,343,421

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281302

Website

facebook.com/lbwwealth (opens in new tab)

Phone

(608) 286-1321

Can advise clients in 7 states: Alaska, California, Illinois, New York, Texas, Utah, 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