Firm
D/B/A Financial Awareness Institute
Sharon, Wisconsin
Fee-only
D/B/A Financial Awareness Institute 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, 3 of them high net worth.
- Its average account is about $2.5 million (assets it manages divided by its 6 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Sharon, Wisconsin |
|---|---|
| Website | financialawarenessinstitute.com |
| Phone | (630) 963-7000 |
D/B/A Financial Awareness Institute fees
D/B/A Financial Awareness Institute 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 |
|---|---|
| Assets managed | $15 million |
| Individual clients | 3 |
| High-net-worth clients | 3 |
| Accounts managed | 6 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 122763 |