Firm
Denarius Wealth Management
Appleton, Wisconsin
Fee-only
Denarius 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 1 employee and 28 individual clients, 10 of them high net worth.
- Its average account is about $76,000 (assets it manages divided by its 50 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Appleton, Wisconsin |
|---|---|
| Website | denariuswealth.com |
| Phone | (920) 941-0225 |
Denarius Wealth Management fees
Denarius 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 18 |
| High-net-worth clients | 10 |
| Accounts managed | 50 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 168989 |