Firm
Central Wealth Management
Madison, Wisconsin
Fee-only
Central Wealth Management at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 4 employees and 158 individual clients, 49 of them high net worth.
- Its average account is about $309,000 (assets it manages divided by its 443 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Madison, Wisconsin |
|---|---|
| Website | centralwealthmanagement.com |
| Phone | (608) 841-1555 |
Central Wealth Management fees
Central Wealth Management 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 · Fixed fees |
|---|---|
| Assets managed | $137 million |
| Individual clients | 109 |
| High-net-worth clients | 49 |
| Accounts managed | 443 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-134976) |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 293172 |