Firm
Bleidorn Tax & Investment Services
Milwaukee, Wisconsin
Fee-only
Bleidorn Tax & Investment Services at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 47 individual clients, 5 of them high net worth.
- Its average account is about $170,000 (assets it manages divided by its 47 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Milwaukee, Wisconsin |
|---|---|
| Website | bleidorncpa.com |
| Phone | (414) 455-5287 |
Bleidorn Tax & Investment Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $300 an hour |
|---|---|
| Asset-based fee | 1.6% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee |
In the firm's words
"1.60% of Assets Under Management for household accounts of $500,000 or more (greater discounts for larger accounts)" source
"customized hourly projects you'd like to work on based on $300/Hour" source
"1.60% of Assets Under Management for household accounts of $500,000 or more (greater discounts for larger accounts)" source
"customized hourly projects you'd like to work on based on $300/Hour" source
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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 42 |
| High-net-worth clients | 5 |
| Accounts managed | 47 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 2, 2026 |
| SEC record | CRD 149544 |