Financial Service Group, Inc.
Mount Pleasant, Wisconsin
Financial Service Group, Inc. at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 8 employees and 192 individual clients, 74 of them high net worth.
- Its average account is about $333,000 (assets it manages divided by its 645 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Wisconsin median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Mount Pleasant, Wisconsin |
|---|---|
| Website | toyourwealth.com |
| [email protected] | |
| Phone | (262) 554-4500 |
Questions about Financial Service Group, Inc.
How much does Financial Service Group, Inc. charge?
Financial Service Group, Inc. publishes these prices: ongoing planning: from $6,000 a year. We found this on its website, checked October 28, 2026.
How is Financial Service Group, Inc. paid?
Financial Service Group, Inc.'s Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Financial Service Group, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at Financial Service Group, Inc., and 4 hold the CFP.
What is the average account at Financial Service Group, Inc.?
Financial Service Group, Inc.'s average account is about $333,000. That's the assets on its Form ADV divided by its 645 accounts.
What does Financial Service Group, Inc. specialize in?
Financial Service Group, Inc.'s advisors and website list retirement planning, tax planning and estate & legacy planning.
Is Financial Service Group, Inc. accepting new clients?
Yes, according to Financial Service Group, Inc.'s website, checked October 28, 2026.
Does Financial Service Group, Inc. work with clients virtually?
Yes. Financial Service Group, Inc.'s website says it works with clients virtually.
Financial Service Group, Inc. 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.
| Ongoing planning | From $6,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Our completely transparent Relationship Fee retainer starts at $6000" source
"Rather, you pay us a retainer for the wide range of service we deliver to you." 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 |
|---|---|
| Assets managed | $215 million |
| Individual clients | 118 |
| High-net-worth clients | 74 |
| Accounts managed | 645 |
| Employees | 8 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-41991) |
| Financial planning | Offered |
| Form ADV filed | October 7, 2026 |
| SEC record | CRD 107893 |
Advisors at this firm (4)
Other fee-only firms in Wisconsin
- Financial Strategies Inc. · Brookfield
- Fiscal Fitness, LLC · Verona
- FORM Wealth Advisors · Lake Geneva
- Fortress Planning Group · Pewaukee
- Franson Financial · Hayward
- Freedom Wealth · Appleton
- Fulton Investment Advisers · Wauwatosa
- Geder Investment Management · Elm Grove