Resonant Capital Advisors

Resonant Capital Advisors at a glance

• One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
• 15 advisors are listed here; 4 of 15 hold the CFP.
• Its Form ADV reports 25 employees and 609 individual clients, 416 of them high net worth.
• Its average account is about $1.0 million (assets it manages divided by its 2,816 accounts).

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

Facts

Resonant Capital Advisors fees

Resonant Capital 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

Advisors at this firm (15)

• Benjamin Dickey

• Bradley O'Loughlin

  CFP · ChFC

• Carlton Dewey

• Colton Tubbs

• Daniel Blake

• David Devito

• Ian Joyce

• Isaac Gard

• Joshua Zahn

  CFP · CFA

• Keturah Cox

• Logan Knecht

  CFP

• Nathan Alexander

• Richard Thompson

  CFP · CFA

• Samantha Williams

• Thomas Marini