Firm
Mendota Financial Group
Madison, Wisconsin
Fee-only
Mendota Financial Group at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 6 advisors are listed here; 2 of 6 hold the CFA.
- Its Form ADV reports 5 employees and 166 individual clients, 77 of them high net worth.
- Its average account is about $289,000 (assets it manages divided by its 881 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Madison, Wisconsin |
|---|---|
| Website | mendotafinancial.com |
| Phone | (608) 223-9211 |
Mendota Financial Group fees
Mendota Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. 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 | $254 million |
| Individual clients | 89 |
| High-net-worth clients | 77 |
| Accounts managed | 881 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-67644) |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 136294 |