PlannerFees

Longevity Wealth Advisory LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated July 9, 2026, Longevity Wealth Advisory LLC charges a quarterly fee of $375 and an annual fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee
$375/qtr
“Minimum Quarterly Fee $375 per quarter (equivalent to approximately $1,500 per year).”
Annual fee
$1,500/yr

From the same sentence as above.

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

How Longevity Wealth Advisory LLC bills

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

  • “Fees are negotiable in our sole discretion.”
  • “Fees for partial quarters during the engagement (including the initial and terminating billing periods) are prorated based on the number of days the account was managed during the billing period.”
  • “Because fees are billed in arrears, no refund of unearned fees will be needed upon termination of the advisory agreement; the Client will be responsible only for fees earned through the date of termination.”

How Longevity Wealth Advisory LLC’s fees compare

  • Its annual fee of $1,500 is below the Wisconsin median of $5,000. 16% of the 25 other Wisconsin planners that publish an annual fee charge less.

About Longevity Wealth Advisory LLC

“We provide continuous and regular supervisory or management services to our Wealth Management Clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Luke J. Wendorf
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®, ChFC®, and CFA.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • Equity compensation

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
1% a year
Minimum
$375 minimum fee (stated in brochure)
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
343011
Website
longevitywealthadvisory.com (opens in new tab)
Phone
(608) 696-8534

Other planners in Wisconsin that publish fees

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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.