Firm
T. Anton Investment House
Madison, Wisconsin
Fee-only
T. Anton Investment House at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 6 employees and 328 individual clients, 125 of them high net worth.
- Its average account is about $411,000 (assets it manages divided by its 891 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Madison, Wisconsin |
|---|---|
| Website | tantoninvestmenthouse.com |
| Phone | (608) 501-1549 |
T. Anton Investment House fees
T. Anton Investment House 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 | $367 million |
| Individual clients | 203 |
| High-net-worth clients | 125 |
| Accounts managed | 891 |
| Employees | 6 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-108785) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 174970 |