# Nancy Metzger

> Nancy Metzger is a fee-only financial advisor at MAPT Capital in Madison, Wisconsin, who holds the CFP credential. Nancy charges a percentage of assets, a flat fee or retainer and a one-time planning fee (one-time plans from $5,000 and 1.2% a year on the first tier of assets managed) and focuses on cross-border (US / Canada), estate & legacy planning and retirement planning.

Page: https://find.wellspent.co/advisors/nancy-metzger/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MAPT Capital
- **Based in:** Madison, Wisconsin
- **Fee model:** Percentage of assets; Flat fee or retainer; One-time planning fee
- **Fees (firm's website):** one-time plans from $5,000; 1.2% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $10.1M across 42 accounts
- **Credentials:** CFP
- **Specialties:** Cross-border (US / Canada), Estate & legacy planning, Retirement planning, Tax planning, Equity compensation, Small business owners
- **Works with:** Cross-border families, Executives, Pre-retirees, Multi-generational families
- **CRD:** 1826400 (https://adviserinfo.sec.gov/individual/summary/1826400)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 63 (2016), Series 65 (2018)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://maptcapital.com/

## Frequently asked questions

### Is Nancy Metzger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nancy holds no broker registration, and MAPT Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nancy charge for financial advice?

Nancy charges a percentage of assets, a flat fee or retainer and a one-time planning fee.

### How much does Nancy charge?

According to MAPT Capital's website, checked October 30, 2026: one-time plans from $5,000; 1.2% a year on the first tier of assets managed.

### Where is Nancy Metzger based?

Nancy Metzger is based in Madison, Wisconsin.

### What does Nancy specialize in?

Nancy's specialties include cross-border (US / Canada), estate & legacy planning, retirement planning, tax planning, equity compensation and small business owners. Nancy works with cross-border families, executives, pre-retirees and multi-generational families.

### What credentials does Nancy Metzger hold?

Nancy Metzger holds the CFP credential.

### Is Nancy Metzger registered with the SEC?

Yes. Nancy Metzger is registered as an investment adviser representative in WI (CRD 1826400), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MAPT Capital manage?

MAPT Capital reports $10.1M across 42 accounts in assets under management.

### How do I contact Nancy Metzger?

Through Nancy's website, maptcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1826400): 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://maptcapital.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.