Firm
Pamela Otten
Sheboygan, Wisconsin
Fee-only
Pamela Otten 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 27 individual clients, 2 of them high net worth.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Sheboygan, Wisconsin |
|---|---|
| Website | pamelaotten.com |
| Phone | (920) 459-8933 |
Pamela Otten fees
Pamela Otten 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 |
|---|---|
| Individual clients | 25 |
| High-net-worth clients | 2 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 156826 |