Firm
J Kaiser Management
Ladysmith, Wisconsin
Fee-only
J Kaiser Management 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.
- Its average account is about $22,000 (assets it manages divided by its 14 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Ladysmith, Wisconsin |
|---|---|
| Website | jonpkaiser.com |
| Phone | (715) 415-7428 |
J Kaiser Management fees
J Kaiser Management 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 · Performance-based fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 14 |
| Accounts managed | 14 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 30, 2026 |
| SEC record | CRD 307968 |