Isaac Franson
Franson Financial · Hayward, Wisconsin
Isaac Franson is a fee-only financial advisor at Franson Financial in Hayward, Wisconsin. Franson Financial reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Isaac →
Facts
| Firm | Franson Financial |
|---|---|
| Based in | Hayward, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $2.2M across 33 accounts |
| SEC registration | Investment adviser representative in WI · CRD 7681414 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.fransonfinancial.com |
How Isaac's firm compares
- Franson Financial's average account is about $67,000, from its Form ADV (assets managed divided by 33 accounts).
Request an introduction to Isaac
Tell Isaac a little about what you're looking for. Isaac isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Isaac
Is Isaac Franson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Isaac holds no broker registration, and Franson Financial 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, Franson Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Isaac Franson based?
Isaac Franson is based in Hayward, Wisconsin.
Is Isaac Franson registered with the SEC?
Yes. Isaac Franson is registered as an investment adviser representative in WI (CRD 7681414), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Franson Financial manage?
Franson Financial reports $2.2M across 33 accounts in assets under management.
How do I contact Isaac Franson?
Through Isaac's website, www.fransonfinancial.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.
See something wrong? Request a correction. Read our methodology.