Riverwater Partners LLC fees and pricing
Financial planner in Milwaukee, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 16, 2026, Riverwater Partners LLC charges a flat or project fee of $3,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$5,000
“Financial planning services are not included in the Model Portfolio Service fee and are available, if requested by the client, under a separate Financial Planning Agreement at a flat project fee ranging from $3,000 to $5,000 per plan, depending upon the nature and scope of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Riverwater Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable at Riverwater Partners' discretion.”
- “Institutional fee schedules are available for accounts of $5,000,000 and above and are negotiable.”
- “Institutional fee schedules are available for accounts with minimum AUM of $1,000,000 and above and are negotiable.”
How Riverwater Partners LLC’s fees compare
- Its flat or project fee of $3,000-$5,000 is above the Wisconsin median of $3,000. 59% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
- 3 of the 6 other planners in Milwaukee that publish a flat or project fee charge less.
About Riverwater Partners LLC
“Riverwater Partners operates two distinct business lines: an Asset Management division that manages proprietary investment strategies on a discretionary basis for separate account clients, and a Wealth Management division that provides wealth management and investment advisory services to individuals, families, and…”
- Principal: Laura Peck
- Firm size: 11 employees.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $250,000 in assets (stated in brochure)
- Clients
- 161
- Employees
- 11
- Works with
- Individuals, high net worth individuals, charities, other investment advisers, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $660,866,025
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283540
- Phone
- (414) 858-8000
Can advise clients in 5 states: Florida, Illinois, Minnesota, Texas, 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
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.