# Tim Konicke

> Tim Konicke is a fee-only financial advisor at Review Services in Brookfield, Wisconsin, who holds the CFP credential. Tim charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $500 a year and one-time plans from $2,500).

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

## Facts

- **Firm:** Review Services
- **Based in:** Brookfield, Wisconsin
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $500 a year; one-time plans from $2,500; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $227.4M across 768 accounts
- **Credentials:** CFP
- **CRD:** 1491417 (https://adviserinfo.sec.gov/individual/summary/1491417)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 63 (1986)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.reviewservicesinc.com

## Frequently asked questions

### Is Tim Konicke a fee-only financial advisor?

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

### How does Tim charge for financial advice?

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

### How much does Tim charge?

According to Review Services's website, checked October 30, 2026: ongoing planning from $500 a year; one-time plans from $2,500; 1% a year on the first tier of assets managed.

### Where is Tim Konicke based?

Tim Konicke is based in Brookfield, Wisconsin.

### What credentials does Tim Konicke hold?

Tim Konicke holds the CFP credential.

### Is Tim Konicke registered with the SEC?

Yes. Tim Konicke is registered as an investment adviser representative in TX and WI (CRD 1491417), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Review Services manage?

Review Services reports $227.4M across 768 accounts in assets under management.

### How do I contact Tim Konicke?

Through Tim's website, www.reviewservicesinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1491417): 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.reviewservicesinc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.