Firm
C.R. Haupt
Eau Claire, Wisconsin
Fee-only
C.R. Haupt 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 6 individual clients.
- Its average account is about $194,000 (assets it manages divided by its 10 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Eau Claire, Wisconsin |
|---|---|
| Website | crhaupt.com |
| Phone | (920) 215-1724 |
C.R. Haupt fees
C.R. Haupt 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 6 |
| Accounts managed | 10 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 157149 |