Midwest Wealth Solutions LLC fees and pricing

Published fees

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

Hourly rate

$400/hr

“The negotiated hourly fee for these services is $400. 4 Clients may terminate the agreement without penalty, for full refund of MWSL’s fees, within five business days of signing the Financial Planning Agreement.”

Flat or project fee

$8,000

“No increase in the annual fee shall be effective without agreement from the Client by signing a new agreement or amendment to their current advisory agreement.” Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans starts at $8,000.”

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

How Midwest Wealth Solutions LLC bills

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

• “The fees are negotiable final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of MWSL's fees within five business days of signing the Investment Advisory Contract.”
• “The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis, and are based on the average daily balance over the previous quarter.”

How Midwest Wealth Solutions LLC’s fees compare

• Its hourly rate of $400 is above the Wisconsin median of $300. 75% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 5 of the 5 other planners in Brookfield that publish an hourly rate charge less.
• Its flat or project fee of $8,000 is above the Wisconsin median of $3,000. 74% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in Brookfield that publish a flat or project fee charge less.

About Midwest Wealth Solutions LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2018 (8 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% a year

Clients

45

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$29,084,723

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291528

Website

midwestwealthsolutions.com (opens in new tab)

Phone

(414) 777-0700

Other planners in Brookfield that publish fees

• Annex Wealth Management, LLCBrookfield$1,000
• Borges FinancialBrookfield$395/hr, $1,000
• Brook CapitalBrookfield$1,000/yr
• Entasis Asset Management LLCBrookfield$4,000/yr
• Financial Strategies, Inc.Brookfield$300/hr, $1,000⁠-⁠$15,000
• Granite Financial GroupBrookfield$350/hr, $1,500⁠-⁠$10,000

Compare all 12 planners in Brookfield