W Wellspent
Get matched
For advisors Get matched
Wellspent public graph/Firms/WisMed Financial, Inc.

WisMed Financial, Inc.

Fitchburg, Wisconsin

Fee-only

WisMed Financial, Inc. 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 66 individual clients, 34 of them high net worth.
  • Its average account is about $307,000 (assets it manages divided by its 269 accounts).

Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin

Facts

Based inFitchburg, Wisconsin
Websitewismedfinancial.org
Email[email protected]
Phone(608) 442-3750

Questions about WisMed Financial, Inc.

How many advisors does WisMed Financial, Inc. have in the Wellspent public graph?

The Wellspent public graph lists 1 advisor at WisMed Financial, Inc..

What is the average account at WisMed Financial, Inc.?

WisMed Financial, Inc.'s average account is about $307,000. That's the assets on its Form ADV divided by its 269 accounts.

WisMed Financial, Inc. fees

WisMed Financial, Inc. 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$83 million
Individual clients32
High-net-worth clients34
Accounts managed269
Employees1
Planning clients51-100
Financial planningOffered
Form ADV filedMarch 11, 2026
SEC recordCRD 310946

Advisors at this firm (1)

Other fee-only firms in Wisconsin

Fee-only advisors in Wisconsin