John Bleidorn
Bleidorn Tax & Investment Services · Milwaukee, Wisconsin
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).
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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 | $8M across 47 accounts |
| SEC registration | Investment adviser representative in WI · CRD 5667200 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bleidorncpa.com |
How John's firm compares
- The hourly rate is $300, in line with the US median of $300 for fee-only firms that publish prices.
- Bleidorn Tax & Investment Services's average account is about $170,000, from its Form ADV (assets managed divided by 47 accounts).
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Questions about John
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.
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
- Bleidorn Tax & Investment Services website : specialties, clients served, and fees, checked October 30, 2026
- 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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