Firm
Review Services
Brookfield, Wisconsin
Fee-only
Review Services at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 173 individual clients, 94 of them high net worth.
- Its average account is about $296,000 (assets it manages divided by its 768 accounts).
- Its ongoing planning fee starts at $500 a year, below the Wisconsin median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Brookfield, Wisconsin |
|---|---|
| Website | reviewservicesinc.com |
| [email protected] | |
| Phone | (262) 784-9690 |
Review Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $500 a year |
|---|---|
| One-time plan | From $2,500 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"There is also an annual financial planning fee of $500" source
"The Consulting Service Fees range from $2,500 to $5,000" source
"First $1,000,000: 1.00%" source
"The Consulting Service Fees range from $2,500 to $5,000 depending on the complexity of each client situation." source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $227 million |
| Individual clients | 79 |
| High-net-worth clients | 94 |
| Accounts managed | 768 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-39487) |
| Financial planning | Offered |
| Form ADV filed | April 24, 2026 |
| SEC record | CRD 110277 |