Wismed Financial, Inc. fees and pricing
Financial planner in Fitchburg, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, Wismed Financial, Inc. charges $250 an hour and a flat or project fee of $1,500-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $1,500-$12,000
“Fixed fee rates range between $1,500 to $12,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wismed Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Management Services or Wealth Management Services The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid monthly in arrears, ranging from $250 to $1,000.”
How Wismed Financial, Inc.’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.
- Its flat or project fee of $1,500-$12,000 spans the Wisconsin median of $3,000. 70% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
About Wismed Financial, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- 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
- Clients
- 66
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $82,534,068
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310946
- Phone
- (608) 442-3750
Other planners in Wisconsin that publish fees
- 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
- Alliance Wealth Management Milwaukee, Inc.Milwaukee$150-$300/hr
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.