SKP Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,909,937
Total clients
15
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$127,329
About
SKP Wealth provides fee-only wealth management, ongoing and project-based financial planning, and retirement-plan consulting to individuals (including high-net-worth clients) as well as a range of institutional clients such as pension and profit‑sharing plans, charitable organizations, and other institutional sponsors. The firm also offers donor-advised fund services through Schwab Charitable and conducts educational seminars and workshops for groups and organizations.
The firm structures client work around written investment policy statements and individualized plans, combining passive and active strategies, Modern Portfolio Theory principles, and the selective use of alternatives and ESG options where appropriate. Its principal is a licensed CPA and the advisory model explicitly integrates tax and accounting considerations, including referrals to an affiliated accounting firm (Sakura Partners LLC) for more in‑depth U.S. and international tax advisory and compliance work.
Compared with many independent advisers, SKP Wealth’s practice unusually blends retail wealth management with pension consulting and institutional retirement‑plan fiduciary responsibilities under ERISA, and it explicitly serves charitable organizations. The firm’s small client base, tiered subscription “financial wellness” services, seminar offerings, and participation on a donor-advised fund platform together reflect a broader mix of practice areas than is typical for similarly sized independent advisory firms.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Business ownership considerations
Tax strategies for small businesses
Retirement plans for business owners (SEP, solo 401k)
ESG / Sustainable investing
Occupation focus
Founder/Business Owner
Fee options
Fixed fees for consulting services range from $6,000 to $10,000; onboarding fee for wealth management ranges from $0 to $5,000; seminars range from $0 to $20,000
$0 - $250,000: 1.30% $250,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001+: 0.70%
Hourly consulting fees range from $350 to $550 per hour
Financial Wellness Subscription fees: Gold $125/month, Silver $200/quarter, Bronze $350/year
Minimum fee: Minimum annual fee of $4,000 to open or maintain an account, negotiable and may be reduced or waived Fee-only: Yes, fees are negotiable and paid as described; no commissions received.
Main office location
SKP Wealth
Glendale WI, United States
Number of offices
1
Most active in
SKP Wealth has reported serving >5 clients in these states in the last 12 months.
New York · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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