Dickmeyer Boyce Financial Mgmt., Inc. at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 5 advisors are listed here; 2 of 5 hold the CFP.
- Its Form ADV reports 8 employees and 402 individual clients, 124 of them high net worth.
- Its average account is about $350,000 (assets it manages divided by its 1,253 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Milwaukee, Wisconsin |
|---|---|
| Website | dickmeyerboyce.com |
| [email protected] | |
| Phone | (414) 687-7148 |
Questions about Dickmeyer Boyce Financial Mgmt., Inc.
How is Dickmeyer Boyce Financial Mgmt., Inc. paid?
Dickmeyer Boyce Financial Mgmt., Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Dickmeyer Boyce Financial Mgmt., Inc. have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Dickmeyer Boyce Financial Mgmt., Inc., and 2 hold the CFP.
What is the average account at Dickmeyer Boyce Financial Mgmt., Inc.?
Dickmeyer Boyce Financial Mgmt., Inc.'s average account is about $350,000. That's the assets on its Form ADV divided by its 1,253 accounts.
Dickmeyer Boyce Financial Mgmt., Inc. fees
Dickmeyer Boyce Financial Mgmt., Inc. 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 · Fixed fees |
|---|---|
| Assets managed | $439 million |
| Individual clients | 278 |
| High-net-worth clients | 124 |
| Accounts managed | 1,253 |
| Employees | 8 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-64585) |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 124281 |