Firm
Transform Retirement
Green Bay, Wisconsin
Fee-only
Transform Retirement at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 41 individual clients.
- Its average account is about $160,000 (assets it manages divided by its 110 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Green Bay, Wisconsin |
|---|---|
| Website | transformretirement.com |
| [email protected] | |
| Phone | (920) 217-5398 |
Transform Retirement 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.
| Account minimum | None |
|---|---|
| How it charges | Flat fee |
In the firm's words
"We do not have any minimum investment required." source
"We use a fixed-fee model, not asset-based fees, so our fees are not tied to how much assets you have." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 41 |
| Accounts managed | 110 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 317252 |