Firm
Great Lakes Financial Strategies
Oshkosh, Wisconsin
Fee-only
Great Lakes Financial Strategies at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 14 individual clients, 1 of them high net worth.
- Its average account is about $287,000 (assets it manages divided by its 14 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the Wisconsin median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Oshkosh, Wisconsin |
|---|---|
| Website | greatlakesfs.com |
| Phone | (902) 379-0688 |
Great Lakes Financial Strategies fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,200 a year |
|---|---|
| One-time plan | From $500 |
| Asset-based fee | 0.85% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$1,200.00 - $12,000 per year" source
"$500.00 - $4,500.00 per project" source
"$0 - $1,000,000 0.85%" source
"Project Based Fixed Fee: Financial Planning will generally be offered on a fixed fee basis." 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 | Percentage of assets |
|---|---|
| Assets managed | $4 million |
| Individual clients | 13 |
| High-net-worth clients | 1 |
| Accounts managed | 14 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 323837 |