Yahara Wealth Management LLC fees and pricing
Financial planner in Madison, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 13, 2026, Yahara Wealth Management LLC charges a quarterly fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $2,500/qtr
“YWM imposes a minimum fee of $2,500 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Yahara Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Investment Advisory Services are generally not negotiable; however, YWM reserves the right, in its sole discretion, to waive or reduce fees in certain circumstances.”
- “Fees will be prorated, on a monthly basis, for new accounts opened during a quarter.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
About Yahara Wealth Management LLC
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- 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
- $2,500 minimum fee (stated in brochure)
- Clients
- 63
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $112,048,767
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168325
- Phone
- (608) 467-1010
Other planners in Madison that publish fees
- Atlatl AdvisersMadison$500/hr, $2,500
- Calculated WealthMadison$400/hr, $4,500-$60,000
- CLF Asset Management, Inc.Madison$195/hr, $1,000-$3,000
- Enrich Financial Partners LLCMadison$300-$750/hr
- Evolution Financial LLCMadison$300/hr, $3,000-$5,000
- Forward Investment Advisors, Inc.Madison$120/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Is something on this page wrong or out of date?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.