Wisconsin Wealth Advisors, LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“The Client will be charged either a flat fee ranging from $500 to $5,000, or an hourly fee of $300 per hour based on the scope of services provided.”

Flat or project fee

$500⁠-⁠$5,000

From the same sentence as above.

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

How Wisconsin Wealth Advisors, LLC bills

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

• “For Accounts opened or closed mid-billing period, fees will be prorated based on the days for which services were provided during the given period.”
• “The annual fee is negotiable and will be charged as a percentage of the Assets included.”
• “If the services to be provided start any time other than the first day of the month or quarter, the fee will be prorated based on the number of days remaining in the quarter or month.”

How Wisconsin Wealth Advisors, LLC’s fees compare

• 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.
• Its flat or project fee of $500-$5,000 spans the Wisconsin median of $3,000. 45% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Wisconsin Wealth Advisors, LLC

• Principal: Chris Swenson
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• 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

1.5% a year

Clients

286

Employees

3

Works with

Individuals, high net worth individuals, charities, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$177,965,058

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145946

Website

wiwealthadvisors.com (opens in new tab)

Phone

(608) 837-9099

Can advise clients in 2 states: Texas, Wisconsin

Other planners in Sun Prairie that publish fees

• Jby Financial PlanningSun Prairie$1,200⁠-⁠$6,000
• 401K Investment ProfessionalsWaunakee$250/hr
• 808 InvestmentsEllsworth$200⁠-⁠$500/mo
• A-Team AdvisorsMedford$500/hr
• Adler FinancialOregon$175/hr
• Advisors Management Group IncLa Crosse$500

Compare all 198 planners in Wisconsin