# John Bleidorn > John Bleidorn is a fee-only financial advisor at Bleidorn Tax & Investment Services in Milwaukee, Wisconsin. John charges a percentage of assets, hourly fees and an ongoing planning fee ($300 an hour and 1.6% a year on the first tier of assets managed). Page: https://find.wellspent.co/advisors/john-bleidorn/ Built from SEC adviser records and the firm's website; last checked October 30, 2026. ## Facts - **Firm:** Bleidorn Tax & Investment Services - **Based in:** Milwaukee, Wisconsin - **Fee model:** Percentage of assets; Hourly; Ongoing planning fee - **Fees (firm's website):** $300 an hour; 1.6% a year on the first tier of assets managed - **Assets under management (firm):** $8M across 47 accounts - **CRD:** 5667200 (https://adviserinfo.sec.gov/individual/summary/5667200) - **SEC registration:** Investment adviser representative in WI - **Exams passed:** Series 65 (2008) - **Firm size:** 1 employee - **Disclosures:** None reported - **Website:** http://www.bleidorncpa.com ## Frequently asked questions ### Is John Bleidorn a fee-only financial advisor? Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Bleidorn Tax & Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV. ### How does John charge for financial advice? John charges a percentage of assets, hourly fees and an ongoing planning fee. ### How much does John charge? According to Bleidorn Tax & Investment Services's website, checked October 30, 2026: $300 an hour; 1.6% a year on the first tier of assets managed. ### Where is John Bleidorn based? John Bleidorn is based in Milwaukee, Wisconsin. ### Is John Bleidorn registered with the SEC? Yes. John Bleidorn is registered as an investment adviser representative in WI (CRD 5667200), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. ### How much does Bleidorn Tax & Investment Services manage? Bleidorn Tax & Investment Services reports $8M across 47 accounts in assets under management. ### How do I contact John Bleidorn? Through John's website, www.bleidorncpa.com. ## Sources - SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5667200): 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 - The firm's website (https://www.bleidorncpa.com/): specialties, clients served, and fees, checked October 30, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.