Spectrum Investment Advisors, Inc. fees and pricing
Financial planner in Mequon, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Spectrum Investment Advisors, Inc. charges an annual fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,000/yr
“All accounts are subject to a minimum annual fee of $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Spectrum Investment Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable and billed quarterly in arrears.”
- “Clients compensate SIA for investment advisory services on a calendar quarterly basis in arrears, in accordance with the fee schedule described below.”
- “Clients compensate SIA for investment consulting services on a calendar quarterly basis in arrears, in accordance with the fee schedule described below.”
How Spectrum Investment Advisors, Inc.’s fees compare
- Its annual fee of $2,000 is below the Wisconsin median of $5,000. 24% of the 25 other Wisconsin planners that publish an annual fee charge less.
About Spectrum Investment Advisors, Inc.
“It also provides wealth management services to individuals and other clients.”
- Firm size: 27 employees.
- Registered as an adviser: 1999 (27 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- 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% a year
- Minimum
- $1,750 minimum fee (stated in brochure)
- Clients
- 407
- Employees
- 27
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $1,064,561,205
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108669
- Phone
- (262) 238-4010
Can advise clients in 8 states: Florida, Georgia, Illinois, Michigan, North Carolina, New York, Texas, Wisconsin
Other planners in Mequon that publish fees
- Denali Wealth Management, Inc.Mequon$150-$500/hr, $100/mo
- Diversified Capital Wealth Management, LLCMequon$200-$300/hr
- Founder360° Family OfficeMequon$250/hr, $50/mo
- Gallatin Financial Advisors, LLCMequon$250/hr, $1,200
- Gentian Financial, Inc.Mequon$150-$300/hr, $250-$25,000
- Summit Financial Management LLCMequon$250-$500/hr, $1,000-$25,000
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.