Rosemeyer Management Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“The usual rates are $100 to $500 per hour on various RMG Wealth Management, LLC Page 11 Form ADV Part 2A Firm Brochure projects as generating a financial plan, settling an estate, portfolio analysis and review of employer sponsored 401k .”

Flat or project fee

$5,000⁠-⁠$20,000

“The minimum fixed fee is generally $5000, and the maximum fixed fee is generally no more than $20,000.”

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

How Rosemeyer Management Group bills

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

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
• “When fees are billed in arrears, RMG will prorate the final fee payment based on the number of days services are provided during the final period.”

How Rosemeyer Management Group’s fees compare

• Its hourly rate of $100-$500 spans the Wisconsin median of $300. 45% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$20,000 is above the Wisconsin median of $3,000. 88% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Rosemeyer Management Group

• Firm size: 23 employees.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

1,154

Employees

23

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, and pension consulting

Assets managed

$913,963,492

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

310363

Website

rosemeyermg.com (opens in new tab)

Phone

(608) 348-2274

Can advise clients in 12 states: Arizona, California, Florida, Iowa, Illinois, Massachusetts, Minnesota, Montana, Nebraska, New York, Texas, Wisconsin

Other planners in Wisconsin that publish fees

• 401K Investment ProfessionalsWaunakee$250/hr
• 808 InvestmentsEllsworth$200⁠-⁠$500/mo
• A-Team AdvisorsMedford$500/hr
• Adler FinancialOregon$175/hr
• Advisors Management Group IncLa Crosse$500
• Alliance Wealth Management Milwaukee, Inc.Milwaukee$150⁠-⁠$300/hr

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