Firm
Operose Advisors
Milwaukee, Wisconsin
Fee-only
Operose Advisors at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 14 advisors are listed here; 3 of 14 hold the CFP.
- Its Form ADV reports 20 employees and 430 individual clients, 302 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 1,655 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Milwaukee, Wisconsin |
|---|---|
| Website | operoseadvisors.com |
| Phone | (414) 209-3280 |
Operose Advisors fees
Operose Advisors 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 | $2.1 billion |
| Individual clients | 128 |
| High-net-worth clients | 302 |
| Accounts managed | 1,655 |
| Employees | 20 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-118313) |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 287465 |