Financial Strategies Inc.
Brookfield, Wisconsin
Financial Strategies Inc. at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 7 employees and 199 individual clients, 19 of them high net worth.
- Its average account is about $268,000 (assets it manages divided by its 560 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Brookfield, Wisconsin |
|---|---|
| Website | financialstrategiesinc.com |
| [email protected] | |
| Phone | (262) 821-1664 |
Questions about Financial Strategies Inc.
How is Financial Strategies Inc. paid?
Financial Strategies Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Financial Strategies Inc. have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at Financial Strategies Inc., and 2 hold the CFP.
What is the average account at Financial Strategies Inc.?
Financial Strategies Inc.'s average account is about $268,000. That's the assets on its Form ADV divided by its 560 accounts.
What does Financial Strategies Inc. specialize in?
Financial Strategies Inc.'s advisors and website list retirement planning, tax planning and family wealth transfer.
Is Financial Strategies Inc. accepting new clients?
Yes, according to Financial Strategies Inc.'s website, checked October 28, 2026.
Financial Strategies Inc. fees
Financial Strategies Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | $150 million |
| Individual clients | 180 |
| High-net-worth clients | 19 |
| Accounts managed | 560 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-125921) |
| Financial planning | Offered |
| Form ADV filed | September 15, 2026 |
| SEC record | CRD 113097 |