Lindenwood Financial LLC fees and pricing
Financial planner in Madison, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 14, 2026, Lindenwood Financial LLC charges a flat or project fee of $3,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$20,000
“Flat fee rates range from $3,000 to $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lindenwood Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Lindenwood Financial LLC’s fees compare
- Its flat or project fee of $3,000-$20,000 is above the Wisconsin median of $3,000. 84% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
- 8 of the 11 other planners in Madison that publish a flat or project fee charge less.
About Lindenwood Financial LLC
“When we provide Wealth Management services, Clients grant us limited authority to buy and sell securities on a discretionary basis.”
- Principal: Katheryn Lindquist
- Firm size: 2 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 14
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $6,736,903
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327390
- Phone
- (608) 218-4646
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
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.