Warden Wealth Management, LLC fees and pricing
Financial planner in Milwaukee, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Warden Wealth Management, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Assets Under Management First $5,000,000 Next $5,000,000 Amounts Above $10,000,000 Annual Fee 2.00% 1.00% 0.75% The current hourly rate as of March 1, 2026 is $250 / hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Warden Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Compensation for our services is negotiable in certain cases, and may be waived for certain services.”
- “Payment Clients pay WWM for advisory services on a quarterly basis in advance.”
- “Each calendar quarter we invoice for services at a rate of one-quarter of the annual fee.”
How Warden Wealth Management, LLC’s fees compare
- Its hourly rate of $250 is below the Wisconsin median of $300. 23% of the 95 other Wisconsin planners that publish an hourly rate charge less.
- 1 of the 6 other planners in Milwaukee that publish an hourly rate charge less.
About Warden Wealth Management, LLC
- Principal: Thomas J. Warden
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Business owners
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
- 2% a year
- Clients
- 34
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $26,200,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150493
- Phone
- (414) 270-4500
Other planners in Milwaukee that publish fees
- Alliance Wealth Management Milwaukee, Inc.Milwaukee$150-$300/hr
- Allison & Company Financial Counselors, LLCMilwaukee$375-$500/hr
- Dream Bigger Financial, LLCMilwaukee$299, $100-$700/mo
- Hilltop Financial AdvisorsMilwaukee$250/hr, $2,000-$4,000
- Korbitz Financial Planning LLCMilwaukee$460/hr
- Milborn Advisors, LTDMilwaukee$1,000-$10,000
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.