Brandon Cloete
Isthmus Partners · Madison, Wisconsin
Brandon Cloete is a fee-only financial advisor at Isthmus Partners in Madison, Wisconsin, who holds the CFP credential. Isthmus Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Isthmus Partners |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.44B across 1,894 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 7233786 |
| Exams passed | Series 66 (2020) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.isthmuspartnersllc.com |
How Brandon's firm compares
- Isthmus Partners's average account is about $760,000, from its Form ADV (assets managed divided by 1,894 accounts).
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Questions about Brandon
Is Brandon Cloete a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Isthmus Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Isthmus Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brandon Cloete based?
Brandon Cloete is based in Madison, Wisconsin.
What credentials does Brandon Cloete hold?
Brandon Cloete holds the CFP credential.
Is Brandon Cloete registered with the SEC?
Yes. Brandon Cloete is registered as an investment adviser representative in WI (CRD 7233786), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Isthmus Partners manage?
Isthmus Partners reports $1.44B across 1,894 accounts in assets under management.
How do I contact Brandon Cloete?
Through Brandon's website, www.isthmuspartnersllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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