Firm
Isthmus Partners
Madison, Wisconsin
Fee-only
Isthmus Partners at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 8 advisors are listed here; 4 of 8 hold the CFP.
- Its Form ADV reports 17 employees and 357 individual clients, 208 of them high net worth.
- Its average account is about $760,000 (assets it manages divided by its 1,894 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Madison, Wisconsin |
|---|---|
| Website | isthmuspartnersllc.com |
| Phone | (608) 729-0949 |
Isthmus Partners fees
Isthmus Partners 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.4 billion |
| Individual clients | 149 |
| High-net-worth clients | 208 |
| Accounts managed | 1,894 |
| Employees | 17 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-79683) |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 171279 |