Joel McNeil
Isthmus Partners · Madison, Wisconsin
Joel McNeil is a fee-only financial advisor at Isthmus Partners in Madison, Wisconsin, who holds the CFP credential. Isthmus Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Isthmus Partners |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.44B across 1,894 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 2185799 |
| Exams passed | Series 63 (1992) · Series 66 (2000) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.isthmuspartnersllc.com |
| Profile |
How Joel's firm compares
- Isthmus Partners's average account is about $760,000, from its Form ADV (assets managed divided by 1,894 accounts).
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Questions about Joel
Is Joel McNeil a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Isthmus Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel's firm, Isthmus Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joel McNeil based?
Joel McNeil is based in Madison, Wisconsin.
What credentials does Joel McNeil hold?
Joel McNeil holds the CFP credential.
Is Joel McNeil registered with the SEC?
Yes. Joel McNeil is registered as an investment adviser representative in WI (CRD 2185799), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Isthmus Partners manage?
Isthmus Partners reports $1.44B across 1,894 accounts in assets under management.
How do I contact Joel McNeil?
Through Joel's website, www.isthmuspartnersllc.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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