Lindenwood Financial LLC at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 14 individual clients, 5 of them high net worth.
- Its average account is about $127,000 (assets it manages divided by its 53 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Madison, Wisconsin |
|---|---|
| Website | lindenwoodfinancial.com |
| [email protected] | |
| Phone | (608) 218-4646 |
Questions about Lindenwood Financial LLC
How is Lindenwood Financial LLC paid?
Lindenwood Financial LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Lindenwood Financial LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Lindenwood Financial LLC, and 1 hold the CFP.
What is the average account at Lindenwood Financial LLC?
Lindenwood Financial LLC's average account is about $127,000. That's the assets on its Form ADV divided by its 53 accounts.
What does Lindenwood Financial LLC specialize in?
Lindenwood Financial LLC's advisors and website list retirement planning, tax planning and estate & legacy planning.
Lindenwood Financial LLC fees
Lindenwood Financial LLC 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 · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 9 |
| High-net-worth clients | 5 |
| Accounts managed | 53 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 14, 2026 |
| SEC record | CRD 327390 |