Firm
Kopp Financial
Green Bay, Wisconsin
Fee-only
Kopp Financial 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 11 individual clients.
- Its average account is about $100,000 (assets it manages divided by its 17 accounts).
- Its ongoing planning fee starts at $528 a year, below the Wisconsin median of $3,000.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Green Bay, Wisconsin |
|---|---|
| Website | koppfinancial.com |
| Phone | (920) 403-0534 |
Kopp Financial 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 $528 a year |
|---|---|
| Asset-based fee | 0.35% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"< $150,000 in Assets - $44/month, billed quarterly" source
"> $150,000 in Assets - 0.35%" source
"< $150,000 in Assets - $44/month, billed quarterly" 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 | $2 million |
| Individual clients | 11 |
| Accounts managed | 17 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 169118 |