Wegner Asset Management, LLC fees and pricing

Published fees

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

Hourly rate

$500/hr

“Consulting services do not include investment management and are computed at a rate of $500 per hour, on a project basis, or as negotiated, upon mutual agreement with the client.”

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

How Wegner Asset Management, LLC bills

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

• “The fee will be prorated to cover the period from the date the account(s) is funded through the end of the current calendar quarter.”
• “Subsequent fees will be payable quarterly in advance at the beginning of each quarter and based upon the previous quarter end value of the account(s).”
• “Fees are not collected for services to be performed more than six months in advance.”

How Wegner Asset Management, LLC’s fees compare

• Its hourly rate of $500 is above the Wisconsin median of $300. 88% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Middleton that publish an hourly rate charge less.

About Wegner Asset Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 1998 (28 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

51

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

$74,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

110866

Website

letsmakeaplan.org (opens in new tab)

Phone

(608) 441-9711

Can advise clients in 2 states: Minnesota, Wisconsin

Other planners in Middleton that publish fees

• Apex Fiduciary Advisors LLCMiddleton$600⁠-⁠$5,000
• Blackhorn PartnersMiddleton$300⁠-⁠$2,000/yr
• Jacobson & Schmitt Advisors, LLCMiddleton$5,000
• Milestone Investment Advisors, LLCMiddleton$300/hr, $2,500/yr
• Sentinel Advisory Group, LLCMiddleton$500/hr
• Shellcrest Financial LLCMiddleton$800/hr, $30,000⁠-⁠$75,000

Compare all 9 planners in Middleton