Firm
Design Life's Journey
Appleton, Wisconsin
Fee-only
Design Life's Journey 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 8 individual clients.
- Its average account is about $139,000 (assets it manages divided by its 21 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Appleton, Wisconsin |
|---|---|
| Website | designlifesjourney.com |
| [email protected] | |
| Phone | (678) 491-9744 |
Design Life's Journey fees
Design Life's Journey 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 | $3 million |
| Individual clients | 8 |
| Accounts managed | 21 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 21, 2026 |
| SEC record | CRD 304112 |