Ellenbecker Investment Group

Ellenbecker Investment Group at a glance

• One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
• 20 advisors are listed here; 6 of 20 hold the CFP.
• Its Form ADV reports 51 employees and 2,277 individual clients, 684 of them high net worth.
• Its average account is about $902,000 (assets it manages divided by its 2,287 accounts).

Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin

Facts

Ellenbecker Investment Group fees

Ellenbecker Investment Group 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

Advisors at this firm (20)

• Alexis Brown

• Amy Bremmer

  CFP

• Benjamin L'Empereur

  CFP

• Catherine Watson

• Colin Oquist

• Courtney Witthuhn

• Haley Fuhrmann

• Heather Deaton

• Isaac Schroeder

• Jamie Williams

• Jean Range

  CFP

• Julie Ellenbecker-Lipsky

  CFP

• Justin Bertzyk

• Karen Ellenbecker

• Katie Murphy

• Kristina Schnuckel

  CFP

• Michele Brehm

• Nikita Kibardin

  CFP

• Sandra Miller

• Tammy Niemann