Fiscal Fitness, LLC
Verona, Wisconsin
Fiscal Fitness, 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 85 individual clients, 20 of them high net worth.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Verona, Wisconsin |
|---|---|
| Website | fiscalfitnessmadison.com |
| [email protected] | |
| Phone | (608) 848-1133 |
Questions about Fiscal Fitness, LLC
How much does Fiscal Fitness, LLC charge?
Fiscal Fitness, LLC publishes these prices: one-time plan: from $750. We found this on its website, checked October 28, 2026.
Does Fiscal Fitness, LLC have an account minimum?
No. Fiscal Fitness, LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Fiscal Fitness, LLC paid?
Fiscal Fitness, LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Fiscal Fitness, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Fiscal Fitness, LLC.
What does Fiscal Fitness, LLC specialize in?
Fiscal Fitness, LLC's advisors and website list retirement planning, estate & legacy planning and tax planning.
Is Fiscal Fitness, LLC accepting new clients?
Not at the moment, according to Fiscal Fitness, LLC's website, checked October 28, 2026.
Fiscal Fitness, 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 $750 |
|---|---|
| Account minimum | None |
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"Costs range from $750 to $3,000 and up, depending on the level of service you choose." source
"We have no minimum client net worth or income requirements." source
"On an hourly or project basis, we can provide advice on the following:" source
"On an hourly or project basis, we can provide advice on the following:" 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 | 65 |
| High-net-worth clients | 20 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 140148 |
Advisors at this firm (1)
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