Isaac Charpentier
Shakespeare Wealth Management · Pewaukee, Wisconsin
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.
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Facts
| Firm | Shakespeare Wealth Management |
|---|---|
| Based in | Pewaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $641.9M across 1,871 accounts |
| SEC registration | Investment adviser representative in WI · CRD 8160440 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.shakespeareinvestments.com |
How Isaac's firm compares
- Shakespeare Wealth Management's average account is about $343,000, from its Form ADV (assets managed divided by 1,871 accounts).
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Questions about Isaac
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.
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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