Uncommon Cents Investing fees and pricing

Financial planner in Janesville, Wisconsin. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 25, 2026, Uncommon Cents Investing charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “The maximum hourly fee to be charged will not exceed $300.”

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

“The fees for investment management are based on an annual percentage of assets under management and are applied to the household asset value on a pro-rata basis and billed monthly in arrears.”
“The initial fee will be based upon the market value of the portfolio at the close of the last business day of the partial month, prorated for the number of days in the month that your account is under management.”
“The management fee will be pro-rated to the date of termination, for the month in which the cancellation notice was given and the earned fee billed to your account.”

Its hourly rate of $300 matches the Wisconsin median of $300. 45% of the 95 other Wisconsin planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 589
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $519,598,466
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 290105
Website: uncommoncentsinvesting.com (opens in new tab)
Phone: (608) 563-2437

Can advise clients in 6 states: Arizona, Florida, Illinois, Indiana, Texas, Wisconsin

Is something on this page wrong or out of date?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.