Firm
Calculated Wealth
Madison, Wisconsin
Fee-only
Calculated Wealth at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 5 employees and 194 individual clients, 40 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 194 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Madison, Wisconsin |
|---|---|
| Website | calcwealth.com |
| Phone | (608) 400-4072 |
Calculated Wealth fees
Calculated Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | $201 million |
| Individual clients | 154 |
| High-net-worth clients | 40 |
| Accounts managed | 194 |
| Employees | 5 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-131906) |
| Financial planning | Offered |
| Form ADV filed | October 2, 2026 |
| SEC record | CRD 318985 |