PlannerFees

Windermere Wealth Advisors, LLC fees and pricing

Financial planner in Elm Grove, Wisconsin. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 15, 2026, Windermere Wealth Advisors, LLC charges $500 an hour, a flat or project fee of $3,000, and an annual fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“Our hourly rate is determined by the qualification and pay scale of the individual assigned but will not exceed $500 per hour depending on the services requested, the nature of your investments, and other factors.”
Flat or project fee
$3,000
“The minimum negotiated fee for financial planning services is generally $3,000.”
Annual fee
$10,000/yr
“The minimum annual fee for investment supervisory services is $10,000 per year per client.”

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

How Windermere Wealth Advisors, LLC bills

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

  • “Fees are negotiable in certain instances.”
  • “Minimum fees are negotiable in certain instances.”
  • “You may elect to have your fees deducted from your custodial account or billed to you directly.”

How Windermere Wealth Advisors, 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.
  • 3 of the 3 other planners in Elm Grove that publish an hourly rate charge less.
  • Its flat or project fee of $3,000 matches the Wisconsin median of $3,000. 49% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
  • Its annual fee of $10,000 is above the Wisconsin median of $5,000. 80% of the 25 other Wisconsin planners that publish an annual fee charge less.

About Windermere Wealth Advisors, LLC

“Further, we also offer financial planning, and consulting services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFA.
  • Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

  • Cash flow and budgeting

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
1% a year
Minimum
$10,000 minimum fee (stated in brochure)
Clients
51
Employees
1
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
Assets managed
$84,223,025
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
153114
Website
windermerewealth.com (opens in new tab)
Phone
(414) 759-7824

Other planners in Elm Grove that publish fees

Compare all 5 planners in Elm Grove

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