Shakespeare Wealth Management, LLC
Pewaukee, Wisconsin
Shakespeare Wealth Management, LLC at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 6 advisors are listed here; 5 of 6 hold the CFP.
- Its Form ADV reports 9 employees and 312 individual clients, 184 of them high net worth.
- Its average account is about $343,000 (assets it manages divided by its 1,871 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Pewaukee, Wisconsin |
|---|---|
| Website | shakespearewm.com/about-us/kevin-reardon-cfp |
| [email protected] | |
| Phone | (262) 814-1600 |
Questions about Shakespeare Wealth Management, LLC
How much does Shakespeare Wealth Management, LLC charge?
Shakespeare Wealth Management, LLC publishes these prices: asset-based fee: 0.5% to 1.5% a year. We found this on its website, checked October 28, 2026.
Does Shakespeare Wealth Management, LLC have an account minimum?
Yes. Shakespeare Wealth Management, LLC states an account minimum of $1,000,000. We found this on its website, checked October 28, 2026.
How is Shakespeare Wealth Management, LLC paid?
Shakespeare Wealth Management, LLC's Form ADV says it is paid by: percentage of assets.
How many advisors does Shakespeare Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 6 advisors at Shakespeare Wealth Management, LLC, and 5 hold the CFP.
What is the average account at Shakespeare Wealth Management, LLC?
Shakespeare Wealth Management, LLC's average account is about $343,000. That's the assets on its Form ADV divided by its 1,871 accounts.
What does Shakespeare Wealth Management, LLC specialize in?
Shakespeare Wealth Management, LLC's advisors and website list retirement planning, tax planning, founders (pre-exit) and estate & legacy planning.
Is Shakespeare Wealth Management, LLC accepting new clients?
Yes, according to Shakespeare Wealth Management, LLC's website, checked October 28, 2026.
Shakespeare Wealth Management, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% to 1.5% a year |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"Our fees range between 0.50% and 1.5%." source
"Our fees range between 0.50% and 1.5%." source
"Shakespeare serves high-net-worth individuals with a minimum of $1 million to invest." source
"Shakespeare serves high-net-worth individuals with a minimum of $1 million to invest." 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 |
|---|---|
| Assets managed | $642 million |
| Individual clients | 128 |
| High-net-worth clients | 184 |
| Accounts managed | 1,871 |
| Employees | 9 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-92171) |
| Financial planning | Offered |
| Form ADV filed | July 1, 2026 |
| SEC record | CRD 111950 |
Advisors at this firm (6)
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