Firm
Wacker & Associates
Jackson, Minnesota
Fee-only
Wacker & Associates at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 172 individual clients, 39 of them high net worth.
- Its average account is about $428,000 (assets it manages divided by its 421 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Jackson, Minnesota |
|---|---|
| Phone | (507) 847-3886 |
Wacker & Associates fees
Wacker & Associates 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 · Hourly · Performance-based fees |
|---|---|
| Assets managed | $180 million |
| Individual clients | 133 |
| High-net-worth clients | 39 |
| Accounts managed | 421 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-132015) |
| Financial planning | Offered |
| Form ADV filed | April 13, 2026 |
| SEC record | CRD 159879 |
Advisors at this firm (3)
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