PlannerFees

SKP Wealth fees and pricing

Financial planner in Glendale, Wisconsin. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 26, 2026, SKP Wealth charges $350⁠-⁠$550 an hour, a flat or project fee of $6,000⁠-⁠$10,000, a monthly fee of $125, and a quarterly fee of $1,250⁠-⁠$2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350⁠-⁠$550/hr
“Our hourly rate ranges between $350 to $550 per hour.”
Flat or project fee
$6,000⁠-⁠$10,000
“Fixed fee rates range between $6,000 to $10,000.”
Monthly fee
$125/mo
“Fees are $125 per month directly and automatically invoiced via ACH or credit card.”
Quarterly fee
$1,250⁠-⁠$2,000/qtr
“Fees are paid quarterly in arrears, ranging from $1,250 to $2,000 per quarter.”

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

How SKP Wealth bills

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

  • “The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How SKP Wealth’s fees compare

  • Its hourly rate of $350-$550 is above the Wisconsin median of $300. 84% of the 95 other Wisconsin planners that publish an hourly rate charge less.
  • Its flat or project fee of $6,000-$10,000 is above the Wisconsin median of $3,000. 74% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About SKP Wealth

“We offer Wealth Management Services, Wealth Planning Services, and Consulting Services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2024 (2 years).

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
1.3% a year
Clients
15
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
Assets managed
$1,909,937
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
331673
Website
skp-wealth.com (opens in new tab)
Phone
(646) 579-2006

Can advise clients in 2 states: New York, Wisconsin

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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.