Firm
Wegner Asset Management
Middleton, Wisconsin
Fee-only
Wegner Asset Management at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 51 individual clients, 26 of them high net worth.
- Its average account is about $374,000 (assets it manages divided by its 198 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Middleton, Wisconsin |
|---|---|
| Website | wegnerassetmgmt.com |
| [email protected] | |
| Phone | (608) 441-9711 |
Wegner Asset Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.7% to 0.9% a year |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"$2,000,000 + 0.70%" source
"$500,000 - 999,999 0.90%" source
"$500,000 - 999,999" source
"They usually have $1 million or more of investable assets" 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 · Hourly |
|---|---|
| Assets managed | $74 million |
| Individual clients | 25 |
| High-net-worth clients | 26 |
| Accounts managed | 198 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 110866 |