Firm
Denali Wealth Management
Mequon, Wisconsin
Fee-only
Denali Wealth Management at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 6 employees and 236 individual clients, 95 of them high net worth.
- Its average account is about $542,000 (assets it manages divided by its 417 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Mequon, Wisconsin |
|---|---|
| Website | denaliwm.com |
| Phone | (414) 978-0020 |
Denali Wealth Management fees
Denali Wealth Management 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 · Fixed fees |
|---|---|
| Assets managed | $226 million |
| Individual clients | 141 |
| High-net-worth clients | 95 |
| Accounts managed | 417 |
| Employees | 6 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-71260) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 153323 |