Threshold Compass Strategies, Inc. fees and pricing
Financial planner in Sheboygan, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Threshold Compass Strategies, Inc. charges $300-$500 an hour, a flat or project fee of $1,800-$4,500, and an annual fee of $300-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$500/hr
“Services are offered based on an hourly fee of $300 per hour to $500 per hour.”
- Flat or project fee
- $1,800-$4,500
“Services are offered based on a flat fee $1,800 - $4,500.”
- Annual fee
- $300-$2,000/yr
“ONGOING FEES Ongoing financial planning services are offered for a flat fee of $300 - $2,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Threshold Compass Strategies, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for ongoing financial planning are billed monthly in arrears and will remain in effect until terminated by either party.”
How Threshold Compass Strategies, Inc.’s fees compare
- Its hourly rate of $300-$500 is above the Wisconsin median of $300. 75% of the 95 other Wisconsin planners that publish an hourly rate charge less.
- Its flat or project fee of $1,800-$4,500 spans the Wisconsin median of $3,000. 56% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
- Its annual fee of $300-$2,000 is below the Wisconsin median of $5,000. 4% of the 25 other Wisconsin planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Threshold Compass Strategies, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337749
- Phone
- (920) 238-8880
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
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.