Fee only financial advisors in Mequon, Wisconsin: hourly and flat fee prices
8 registered advisers based in Mequon offer financial planning for an hourly, fixed or subscription fee, with no commissions.
7 of the 8 fee only firms based in Mequon publish dollar fees. Their median hourly rate is $250 and their median flat or project fee is $12,625. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $250/hr | $250-$325/hr | 6 firms |
| Flat or project fee | $12,625 | $1,200-$13,000 | 3 firms |
Fee only advisors in Mequon and their published fees
7 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Denali Wealth Management, Inc. | $150-$500/hr | Not published | $100/mo |
| Diversified Capital Wealth Management, LLC | $200-$300/hr | Not published | Not published |
| Founder360° Family Office | $250/hr | Not published | $50/mo |
| Gallatin Financial Advisors, LLC | $250/hr | $1,200 | $129/mo |
| Gentian Financial, Inc. | $150-$300/hr | $250-$25,000 | Not published |
| Spectrum Investment Advisors, Inc. | Not published | Not published | $2,000/yr |
| Summit Financial Management LLC | $250-$500/hr | $1,000-$25,000 | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (1)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.