Review Services Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“RSI may also charge an hourly rate which will vary from $100 to $300 per hour.”

Flat or project fee

$500

“If this Agreement is terminated by either RSI or Client, Client agrees to pay RSI fees due but not yet paid RSI, prorated to date of termination. 6 In addition, there may be an annual financial planning fee of $500 to cover financial planning reviews, tax planning meetings and other financial issues that arise…”

Quarterly fee

$1,000/qtr

“There is a minimum fee of $1,000 per quarter or $4,000 annually.”

Annual fee

$4,000/yr

From the same sentence as above.

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

How Review Services Inc bills

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

• “Client fees for specific services may be charged in advance as described below. 5 Consulting Services Fee RSI charges a flat fee for Consulting Services which varies from client to client.”
• “Fees are quoted in advance and based upon the complexity of advisory services requested, number of anticipated meetings and written reports, number of staff persons needed to complete a project and other factors.”
• “Fees may vary from client to client and are negotiable in isolated circumstances.”

How Review Services Inc’s fees compare

• Its hourly rate of $100-$300 is below the Wisconsin median of $300. 11% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• None of the 5 other planners in Brookfield that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Wisconsin median of $3,000. 3% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• None of the 5 other planners in Brookfield that publish a flat or project fee charge less.
• Its annual fee of $4,000 is below the Wisconsin median of $5,000. 36% of the 25 other Wisconsin planners that publish an annual fee charge less.
• 1 of the 3 other planners in Brookfield that publish an annual fee charge less.

About Review Services Inc

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 1991 (35 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

Minimum

$1,000 minimum fee (stated in brochure)

Clients

173

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

$227,354,914

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110277

Website

linkedin.com/company/review-services-inc. (opens in new tab)

Phone

(262) 784-9690

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

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