Firm
Windermere Wealth Advisors
Elm Grove, Wisconsin
Fee-only
Windermere Wealth Advisors at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 51 individual clients, 27 of them high net worth.
- Its average account is about $487,000 (assets it manages divided by its 173 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Wisconsin median of $3,000.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Elm Grove, Wisconsin |
|---|---|
| Website | windermerewealth.com |
| Phone | (414) 759-7824 |
Windermere Wealth 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.
| Ongoing planning | From $10,000 a year |
|---|---|
| One-time plan | From $2,500 |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"A minimum annual fee of $10,000 applies" source
"the cost for a standard engagement is $2,500" source
"if you have accumulated over $1 million of assets to be invested" source
"billed quarterly as a percentage of assets under 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $84 million |
| Individual clients | 24 |
| High-net-worth clients | 27 |
| Accounts managed | 173 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-71158) |
| Financial planning | Offered |
| Form ADV filed | June 15, 2026 |
| SEC record | CRD 153114 |