# Isaac Charpentier

> Isaac Charpentier is a fee-only financial advisor at Shakespeare Wealth Management in Pewaukee, Wisconsin. Shakespeare Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/isaac-charpentier/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Shakespeare Wealth Management
- **Based in:** Pewaukee, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $641.9M across 1,871 accounts
- **CRD:** 8160440 (https://adviserinfo.sec.gov/individual/summary/8160440)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2025)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.shakespeareinvestments.com

## Frequently asked questions

### Is Isaac Charpentier a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Isaac holds no broker registration, and Shakespeare Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Isaac charge for financial advice?

Isaac's firm, Shakespeare Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Isaac Charpentier based?

Isaac Charpentier is based in Pewaukee, Wisconsin.

### Is Isaac Charpentier registered with the SEC?

Yes. Isaac Charpentier is registered as an investment adviser representative in WI (CRD 8160440), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shakespeare Wealth Management manage?

Shakespeare Wealth Management reports $641.9M across 1,871 accounts in assets under management.

### How do I contact Isaac Charpentier?

Through Isaac's website, www.shakespeareinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8160440): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.