Firm
The MilWealth Group
Milwaukee, Wisconsin
Fee-only
The MilWealth Group at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 5 advisors are listed here; all hold the CFP.
- Its Form ADV reports 8 employees and 236 individual clients, 179 of them high net worth.
- Its average account is about $605,000 (assets it manages divided by its 822 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Milwaukee, Wisconsin |
|---|---|
| Website | milwealth.com |
| [email protected] | |
| Phone | (414) 475-1369 |
The MilWealth Group fees
The MilWealth 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $497 million |
| Individual clients | 57 |
| High-net-worth clients | 179 |
| Accounts managed | 822 |
| Employees | 8 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-56927) |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 108931 |