Bryan Minogue
Kardinal Financial · Madison, Wisconsin
Bryan Minogue is a fee-only financial advisor at Kardinal Financial in Madison, Wisconsin, who holds the CFA and CFP credentials. Bryan charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $7,200 a year and one-time plans from $3,500) and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Who they serve
- Early-career professionals
- Retirees
Facts
| Firm | Kardinal Financial |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $7,200 a year · One-time plans from $3,500 · Typically works with clients with $500,000 or more |
| Works virtually | Yes |
| Assets under management | $9.0M across 20 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 5803688 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kardinalfinancial.com |
| Profile |
How Bryan's firm compares
- Ongoing planning starts at $7,200 a year, above the Wisconsin median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,500, above the Wisconsin median of $1,900 for fee-only firms that publish prices.
- Kardinal Financial's average account is about $451,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Bryan
Is Bryan Minogue a fee-only financial advisor?
Yes. Bryan Minogue is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bryan's firm.
How does Bryan charge for financial advice?
Bryan charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Bryan charge?
According to Kardinal Financial's website, checked October 28, 2026: ongoing planning from $7,200 a year; one-time plans from $3,500; typically works with clients with $500,000 or more.
Does Bryan work with clients virtually?
Yes. Kardinal Financial says on its website that it works with clients remotely.
Where is Bryan Minogue based?
Bryan Minogue is based in Madison, Wisconsin.
What does Bryan specialize in?
Bryan's specialties include flat-fee planning, retirement planning, tax planning and equity compensation. Bryan works with early-career professionals and retirees.
What credentials does Bryan Minogue hold?
Bryan Minogue holds the CFA and CFP credentials.
Is Bryan Minogue registered with the SEC?
Yes. Bryan Minogue is registered as an investment adviser representative in TX and WI (CRD 5803688), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Kardinal Financial manage?
Kardinal Financial reports $9.0M across 20 accounts in assets under management.
How do I contact Bryan Minogue?
Through Bryan's website, kardinalfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Kardinal Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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