Mbe Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“Hourly fees range from $100 to $300 per hour.”

Flat or project fee

$500⁠-⁠$2,500

“Fixed fees range from $500 to $2500 per engagement.”

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

How Mbe Wealth Management, LLC bills

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

• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “The investment advisory fee in the first quarter or month of service is prorated from the inception date of the Client’s account[s] to the end of the first quarter or month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Mbe Wealth Management, LLC’s fees compare

• Its hourly rate of $100-$300 is below the Wisconsin median of $300. 11% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,500 is below the Wisconsin median of $3,000. 18% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Mbe Wealth Management, LLC

• Firm size: 18 employees.
• Founded: 2012 (14 years).

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

2,536

Employees

18

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, pension consulting, and selecting other advisers

Assets managed

$977,101,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

165516

Website

linkedin.com/company/mbe-wealth-management-llc (opens in new tab)

Phone

(608) 372-5521

Can advise clients in 16 states: Arizona, California, Colorado, Florida, Iowa, Illinois, Louisiana, Michigan, Minnesota, North Carolina, Nebraska, Ohio, South Dakota, Texas, Virginia, 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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