Firm
Prism Wealth Management
Middleton, Wisconsin
Fee-only
Prism Wealth Management at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 68 individual clients, 9 of them high net worth.
- Its average account is about $676,000 (assets it manages divided by its 68 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Middleton, Wisconsin |
|---|---|
| Phone | (608) 841-1598 |
Prism Wealth Management fees
Prism Wealth 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 by | Percentage of assets |
|---|---|
| Assets managed | $46 million |
| Individual clients | 59 |
| High-net-worth clients | 9 |
| Accounts managed | 68 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 281702 |