Quintessence Wealth Collective LLC fees and pricing

Published fees

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

Hourly rate

$350/hr

“Hourly services are billed at $350 per hour.”

Flat or project fee

$600⁠-⁠$15,000

“Flat fees generally range from $600 to $15,000.”

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

How Quintessence Wealth Collective LLC bills

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

• “Advisory fees are billed monthly in arrears based on the market value of assets under management as of the last business day of the prior month.”
• “Fees are negotiable, and from time to time, in its sole discretion, the Firm may agree to amend its fee structures and rates or may reduce or waive any of its fees.”
• “For investment advisory services, clients may elect to have fees deducted from their custodial account, or clients may elect to be billed directly.”

How Quintessence Wealth Collective LLC’s fees compare

• Its hourly rate of $350 is above the Wisconsin median of $300. 61% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 3 of the 6 other planners in Milwaukee that publish an hourly rate charge less.
• Its flat or project fee of $600-$15,000 spans the Wisconsin median of $3,000. 73% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Milwaukee that publish a flat or project fee charge less.

About Quintessence Wealth Collective LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

1.25% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342821

Website

quintessencewc.com (opens in new tab)

Phone

(920) 266-7848

Can advise clients in 4 states: Arizona, California, Illinois, Wisconsin

Other planners in Milwaukee that publish fees

• Alliance Wealth Management Milwaukee, Inc.Milwaukee$150⁠-⁠$300/hr
• Allison & Company Financial Counselors, LLCMilwaukee$375⁠-⁠$500/hr
• Dream Bigger Financial, LLCMilwaukee$299, $100⁠-⁠$700/mo
• Hilltop Financial AdvisorsMilwaukee$250/hr, $2,000⁠-⁠$4,000
• Korbitz Financial Planning LLCMilwaukee$460/hr
• Milborn Advisors, LTDMilwaukee$1,000⁠-⁠$10,000

Compare all 18 planners in Milwaukee