Rosemeyer Management Group

Rosemeyer Management Group at a glance

• One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
• 15 advisors are listed here; 1 of 15 hold the CFP.
• Its Form ADV reports 23 employees and 1,154 individual clients, 243 of them high net worth.
• Its average account is about $781,000 (assets it manages divided by its 1,170 accounts).

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

Facts

Rosemeyer Management Group fees

Rosemeyer Management Group 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)

• Andrew Tranel

  CFP

• Brooklyn Flanagan

• Carter Klaas

• Clare Manning

• Dylan Rasmason

• Frank Ortiz

• Haley Herr

• Jacob Rosemeyer

• Jake Miller

• John Drefcinski

• Joseph Schultz

• Kaley Bockhop

• Payton Simon

• Regan Shipp

• Teagan Parker