Firm
Canopy Wealth Management
Middleton, Wisconsin
Fee-only
Facts
| Based in | Middleton, Wisconsin |
|---|---|
| Website | canopy-wealth.com |
| [email protected] | |
| Phone | (608) 662-9018 |
Canopy Wealth Management 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.
| Asset-based fee | 1.2% a year on the first tier of assets |
|---|---|
| Account minimum | $250,000 |
| How it charges | Percentage of assets |
In the firm's words
"First $500,000 1.20%" source
"Over $5,000,000 0.40%" source
"First $500,000 1.20%" source
"Generally, a minimum of $250,000 of assets under management is required for this service." 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 |
|---|---|
| Assets managed | $1.2 billion |
| Individual clients | 299 |
| Financial planning | Offered |
| Form ADV filed | April 8, 2026 |
| SEC record | CRD 297717 |