Advisors Management Group

Advisors Management Group at a glance

• One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
• 12 advisors are listed here; 2 of 12 hold the CFP.
• Its Form ADV reports 17 employees and 1,912 individual clients, 105 of them high net worth.
• Its average account is about $165,000 (assets it manages divided by its 4,960 accounts).
• It works with clients virtually as well as in person.

Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin

Facts

Advisors Management Group fees

Advisors Management Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (12)

• Ashley Vega

• Jennifer Deets

  CFP

• Julie Deets

• Kate Pederson

• Luke Spink

• Maxwell Harcey

• Nathan Deets

  CFP

• Nicholas Letter

• Rebecca Agamaite

• Roger Deets

• Shay Benedict

• Warren Deets