Macco Financial Group, Inc. fees and pricing
Financial planner in Green Bay, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, Macco Financial Group, Inc. charges a quarterly fee of $150-$450 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $150-$450/qtr
“However, certain Clients with a relationship size under $250,000 will be charged an ongoing financial planning fee ranging from $150 to $450 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Macco Financial Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly in advance of each calendar quarter pursuant to the terms of the wealth management agreement.”
- “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
About Macco Financial Group, Inc.
- Firm size: 8 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2005 (21 years).
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
- 1.3% a year
- Clients
- 317
- Employees
- 8
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $277,794,920
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337398
- Phone
- (920) 617-6830
Can advise clients in 6 states: Florida, Georgia, Michigan, Tennessee, Texas, Wisconsin
Other planners in Green Bay that publish fees
- Epiphany Health & WealthGreen Bay$1,000-$5,000
- 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
Is something on this page wrong or out of date?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.