Mcglone Suttner Wealth Management, Inc. fees and pricing
Financial planner in Appleton, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 26, 2026, Mcglone Suttner Wealth Management, Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Type Hourly Fee Maximum Fee $250 per hour Payable At the time of engagement of the relationship, McGlone Suttner will provide you with a fee quote.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mcglone Suttner Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management Services and Pension Consulting Services Advisory fees will be charged in advance of each calendar quarter.”
- “Fees for partial calendar quarters (i.e. accounts established or closed during a calendar quarter) will be prorated.”
- “Group Annuity accounts, TAMPs), fees will be payable monthly or quarterly in arrears.”
How Mcglone Suttner Wealth Management, Inc.’s fees compare
- Its hourly rate of $250 is below the Wisconsin median of $300. 23% of the 95 other Wisconsin planners that publish an hourly rate charge less.
- 2 of the 6 other planners in Appleton that publish an hourly rate charge less.
About Mcglone Suttner Wealth Management, Inc.
- Firm size: 14 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement 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
- Clients
- 708
- Employees
- 14
- 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
- $1,005,855,882
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149830
- Phone
- (920) 882-5299
Can advise clients in 8 states: Colorado, Florida, Maryland, Michigan, Minnesota, Tennessee, Texas, Wisconsin
Other planners in Appleton that publish fees
- Avaii Wealth Management, LLCAppleton$150-$300/hr, $5,000-$30,000/yr
- Gateway Wealth Partners, LLCAppleton$400/hr, $15,000
- Kolash Wealth Strategies, LLCAppleton$210/hr, $200-$5,000
- Kom Wealth Management Group, LLCAppleton$125-$400/hr, $1,250-$14,000/yr
- Professional Financial Management, Inc.Appleton$250/hr, $1,500
- Valkyrie FinancialAppleton$350/hr, $200-$700/mo
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.