Leverty Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$25,000

“We charge flat fees ranging from $500 to $25,000 and hourly fees ranging between $250 and $500 for financial planning and consulting services, which are negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

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

How Leverty Financial Group, LLC bills

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

• “The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by Leverty Financial Group, LLC on the last business day of the previous quarter.”
• “If assets in excess of $50,000 are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio value.”
• “In the event the Advisory Agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”

How Leverty Financial Group, LLC’s fees compare

• Its flat or project fee of $250-$25,000 spans the Wisconsin median of $3,000. 89% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Leverty Financial Group, LLC

• Firm size: 8 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• College 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

1.5% a year

Clients

655

Employees

8

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$676,836,895

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

310258

Website

linkedin.com/in/josh-hawkins-cfp%C2%AE-chfc%C2%AE-ricp%C2%AE-cap%C2%AE-wmcp%C2%AE-aep%C2%AE-41633128 (opens in new tab)

Phone

(715) 377-2080

Can advise clients in 7 states: Arizona, California, Colorado, Florida, Minnesota, Texas, Wisconsin

Other planners in Wisconsin that publish fees

• 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
• Alliance Wealth Management Milwaukee, Inc.Milwaukee$150⁠-⁠$300/hr

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