Walkner Condon Financial Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“Estate Planning Services is offered for a one-time fee of $2,500.”

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

How Walkner Condon Financial Advisors LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of WCFA’s fees within five business days of signing the Investment Advisory Contract.”
• “Fees are paid in arrears. 6 Payment of Selection of Other Advisers Fees WCFA may recommend that certain clients utilize the services of third-party investment advisers to manage a portion or all of the client’s portfolio.”

How Walkner Condon Financial Advisors LLC’s fees compare

• Its flat or project fee of $2,500 is below the Wisconsin median of $3,000. 32% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Walkner Condon Financial Advisors LLC

• Firm size: 18 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

799

Employees

18

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$1,031,180,911

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

160109

Website

walknercondon.com (opens in new tab)

Phone

(608) 234-4127

Can advise clients in 14 states: California, Florida, Illinois, Indiana, Massachusetts, Michigan, Minnesota, Nebraska, New York, Pennsylvania, Texas, Virginia, Washington, Wisconsin

Other planners in Verona that publish fees

• Castle FinancialVerona$1,000⁠-⁠$5,000
• Fiscal Fitness, LLCVerona$350/hr
• Kardinal FinancialVerona$2,400⁠-⁠$12,000/yr
• Midwest Asset Management, Inc.Verona$300⁠-⁠$500/hr

Compare all 5 planners in Verona