Firm
Walkner Condon Financial Advisors
Verona, Wisconsin
Fee-only
Walkner Condon Financial Advisors at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 15 advisors are listed here; 4 of 15 hold the CFP.
- Its Form ADV reports 18 employees and 799 individual clients, 327 of them high net worth.
- Its average account is about $326,000 (assets it manages divided by its 3,164 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Verona, Wisconsin |
|---|---|
| Website | walknercondon.com |
| [email protected] | |
| Phone | (608) 234-4127 |
Walkner Condon Financial Advisors 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$1,000,000 or less 1.00%" source
"Our investable asset minimum is $1,000,000." source
"We operate as a fee-only firm using an Assets Under Management (AUM) model." source
"We specialize in comprehensive, ongoing wealth management." 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 · Fixed fees |
|---|---|
| Assets managed | $1.0 billion |
| Individual clients | 472 |
| High-net-worth clients | 327 |
| Accounts managed | 3,164 |
| Employees | 18 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-114882) |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 160109 |