Craig Ratz
Calculated Wealth · Madison, Wisconsin
Craig Ratz is a fee-only financial advisor at Calculated Wealth in Madison, Wisconsin, who holds the CFP credential. Calculated Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Calculated Wealth |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $200.8M across 194 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 7307648 |
| Exams passed | Series 65 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.calcwealth.com |
How Craig's firm compares
- Calculated Wealth's average account is about $1.0 million, from its Form ADV (assets managed divided by 194 accounts).
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Questions about Craig
Is Craig Ratz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Calculated Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig's firm, Calculated Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Craig Ratz based?
Craig Ratz is based in Madison, Wisconsin.
What credentials does Craig Ratz hold?
Craig Ratz holds the CFP credential.
Is Craig Ratz registered with the SEC?
Yes. Craig Ratz is registered as an investment adviser representative in MN (CRD 7307648), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Calculated Wealth manage?
Calculated Wealth reports $200.8M across 194 accounts in assets under management.
How do I contact Craig Ratz?
Through Craig's website, www.calcwealth.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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