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PJS Investment Management

Cedarburg, Wisconsin

Fee-only

PJS Investment Management at a glance

  • One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
  • 7 advisors are listed here; 2 of 7 hold the CFP.
  • Its Form ADV reports 18 employees and 454 individual clients, 188 of them high net worth.
  • Its average account is about $623,000 (assets it manages divided by its 1,368 accounts).

Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin

Facts

Based inCedarburg, Wisconsin
Websitepjsinvestment.com
Email[email protected]
Phone(262) 377-0484

Questions about PJS Investment Management

How many advisors does PJS Investment Management have in the Wellspent public graph?

The Wellspent public graph lists 7 advisors at PJS Investment Management, and 2 hold the CFP.

What is the average account at PJS Investment Management?

PJS Investment Management's average account is about $623,000. That's the assets on its Form ADV divided by its 1,368 accounts.

PJS Investment Management fees

PJS Investment Management 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 byPercentage of assets · Fixed fees
Assets managed$852 million
Individual clients266
High-net-worth clients188
Accounts managed1,368
Employees18
Planning clients101-250
Registered withThe SEC (801-16815)
Financial planningOffered
Form ADV filedOctober 9, 2026
SEC recordCRD 104701

Advisors at this firm (7)

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