Firm
Direction Financial Management, LLC
Germantown, Wisconsin
Fee-only
Direction Financial Management, LLC 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 32 individual clients, 25 of them high net worth.
- Its website says it's taking new clients.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Germantown, Wisconsin |
|---|---|
| Website | directionforyou.com |
| [email protected] | |
| Phone | (414) 333-3396 |
Direction Financial Management, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $5,000 |
|---|---|
| Hourly | $360 an hour |
| Account minimum | None |
| How it charges | Hourly · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"all planning and consulting services are based upon an hourly rate of $360" source
"Most initial financial plans focusing on retirement typically fall in the $5,000-$10,000 range." source
"We have no minimum account balance and no net worth requirements." source
"all planning and consulting services are based upon an hourly rate of $360" source
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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 7 |
| High-net-worth clients | 25 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 165985 |