Shellcrest Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$800/hr

“Our hourly rate is $800.”

Flat or project fee

$30,000⁠-⁠$75,000

“Fixed fee rates range between $30,000 to $75,000.”

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

How Shellcrest Financial LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Shellcrest Financial LLC’s fees compare

• Its hourly rate of $800 is above the Wisconsin median of $300. 99% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 4 of the 4 other planners in Middleton that publish an hourly rate charge less.
• Its flat or project fee of $30,000-$75,000 is above the Wisconsin median of $3,000. 100% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Middleton that publish a flat or project fee charge less.

About Shellcrest Financial LLC

• Principal: Konrad Zagzebski
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

2% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340316

Phone

(715) 208-0934

Can advise clients in 3 states: Florida, Illinois, Wisconsin

Other planners in Middleton that publish fees

• Apex Fiduciary Advisors LLCMiddleton$600⁠-⁠$5,000
• Blackhorn PartnersMiddleton$300⁠-⁠$2,000/yr
• Jacobson & Schmitt Advisors, LLCMiddleton$5,000
• Milestone Investment Advisors, LLCMiddleton$300/hr, $2,500/yr
• Sentinel Advisory Group, LLCMiddleton$500/hr
• Trinity Financial PlanningMiddleton$275⁠-⁠$625/hr

Compare all 9 planners in Middleton