Boardwalk Financial Strategies

Boardwalk Financial Strategies at a glance

• One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 6 employees and 85 individual clients, 67 of them high net worth.
• Its average account is about $333,000 (assets it manages divided by its 593 accounts).

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

Facts

Boardwalk Financial Strategies fees

Boardwalk Financial Strategies 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. 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 (2)

• Colbey Grisar

• Michael Rodenbaugh

  CFP · CFA