Park Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The maximum hourly rate is $250, and the fixed fee ranges from $300 to $10,000 depending on the services requested.”

Flat or project fee

$300⁠-⁠$10,000

From the same sentence as above.

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

How Park Capital Management, LLC bills

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

• “Fees for Investment Management Services are negotiable and calculated as a percentage of the total value of investments under Park Capital’s management at the rates set forth in the fee schedule below.”
• “All fees are negotiable at Park Capital’s discretion.”
• “Advisory fees are payable quarterly in arrears and are calculated on the basis of the market value of the investment in the account as of the last business day of the immediately prior calendar quarter, including any balances held in money market funds.”

How Park Capital Management, LLC’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.
• 3 of the 10 other planners in Madison that publish an hourly rate charge less.
• Its flat or project fee of $300-$10,000 spans the Wisconsin median of $3,000. 63% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 6 of the 11 other planners in Madison that publish a flat or project fee charge less.

About Park Capital Management, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Insurance analysis

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

1.1% a year

Clients

557

Employees

9

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, insurance companies, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$867,986,072

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

158965

Website

linkedin.com/company/parkcapitalmgt.com (opens in new tab)

Phone

(608) 440-8608

Can advise clients in 10 states: Arizona, California, Florida, Illinois, Minnesota, Ohio, Tennessee, Texas, Virginia, Wisconsin

Other planners in Madison that publish fees

• Atlatl AdvisersMadison$500/hr, $2,500
• Calculated WealthMadison$400/hr, $4,500⁠-⁠$60,000
• CLF Asset Management, Inc.Madison$195/hr, $1,000⁠-⁠$3,000
• Enrich Financial Partners LLCMadison$300⁠-⁠$750/hr
• Evolution Financial LLCMadison$300/hr, $3,000⁠-⁠$5,000
• Forward Investment Advisors, Inc.Madison$120/hr

Compare all 24 planners in Madison