Mckinley Money, LLC fees and pricing

Financial planner in Eau-claire, Wisconsin. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 16, 2026, Mckinley Money, LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Generally, clients who select planning or consulting services are billed at a maximum rate of $500 an hour.”

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

“Such fees are payable quarterly in advance.”
“The fees will be prorated if the investment advisory relationship commences otherwise than at the beginning of a calendar quarter.”
“Upon termination, any earned, unpaid fees will be due and payable.”

Its hourly rate of $500 is above the Wisconsin median of $300. 88% of the 95 other Wisconsin planners that publish an hourly rate charge less.
3 of the 3 other planners in Eau-claire that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $2,500 minimum fee (stated in brochure)
Clients: 162
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $163,729,560
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 145571
Website: wpr.com (opens in new tab)
Phone: (715) 835-2732

Can advise clients in 3 states: Minnesota, Texas, Wisconsin

Is something on this page wrong or out of date?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.