PlannerFees

Resonant Capital Advisors, LLC fees and pricing

Financial planner in Madison, Wisconsin. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 4, 2026, Resonant Capital Advisors, LLC charges $100⁠-⁠$350 an hour, a flat or project fee of $1,000⁠-⁠$5,000, and an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$350/hr
“Hourly fees range between $100 - $350 per hour.”
Flat or project fee
$1,000⁠-⁠$5,000
“These fees are negotiable as described below in this Item’s “Fee Discretion” paragraph but typically range from $1,000 to $5,000 on a fixed fee basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
Annual fee
$5,000/yr
“Client-Directed Asset accounts are subject to a minimum annual fee of $5,000 (Minimum Management Fee), which may be waived by the Firm at its discretion.”

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

How Resonant Capital Advisors, LLC bills

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

  • “The terms and conditions of the financial planning and/or consulting engagement are set forth in the Advisory Agreement and Resonant requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
  • “The outstanding balance is due upon delivery of the financial plan or completion of the agreed-upon services.”
  • “Resonant bills in advance on asset values as of the last day of the prior quarter.”

How Resonant Capital Advisors, LLC’s fees compare

  • Its hourly rate of $100-$350 spans the Wisconsin median of $300. 19% of the 95 other Wisconsin planners that publish an hourly rate charge less.
  • 2 of the 10 other planners in Madison that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$5,000 spans the Wisconsin median of $3,000. 49% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
  • 4 of the 11 other planners in Madison that publish a flat or project fee charge less.
  • Its annual fee of $5,000 matches the Wisconsin median of $5,000. 48% of the 25 other Wisconsin planners that publish an annual fee charge less.

About Resonant Capital Advisors, LLC

“Resonant offers a variety of advisory services, which include financial planning, consulting, and investment management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 25 employees.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Cash flow and budgeting
  • Charitable giving

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
0.75% a year
Minimum
$5,000 minimum fee (stated in brochure)
Clients
609
Employees
25
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
Assets managed
$2,955,062,146
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
298451
Website
facebook.com/ResonantCapitalAdvisors (opens in new tab)
Phone
(608) 733-6220

Can advise clients in 11 states: Arizona, California, Colorado, Florida, Illinois, Louisiana, North Carolina, New York, Oregon, Texas, Wisconsin

Other planners in Madison that publish fees

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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.