Firm
Pavlic Investment Advisors
Delafield, Wisconsin
Fee-only
Pavlic Investment Advisors at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 2 employees and 86 individual clients, 28 of them high net worth.
- Its average account is about $558,000 (assets it manages divided by its 195 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Delafield, Wisconsin |
|---|---|
| Website | pavlic.com |
| Phone | (262) 646-4300 |
Pavlic Investment Advisors fees
Pavlic Investment Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 |
|---|---|
| Assets managed | $109 million |
| Individual clients | 58 |
| High-net-worth clients | 28 |
| Accounts managed | 195 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-136029) |
| Financial planning | Offered |
| Form ADV filed | May 4, 2026 |
| SEC record | CRD 111246 |