Wisconsin Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$157,595,325
Total clients
284
8% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
95
Average account size
$554,913
About
The firm provides investment management and financial planning primarily to individuals (including high‑net‑worth clients), as well as pension and profit‑sharing plans, trusts, and businesses. Services include discretionary asset management, 401(k)/403(b) participant consulting, ERISA plan services (including the option to act as a 3(38) investment manager), ongoing and limited financial planning, and educational seminars.
Investment programs are implemented on a discretionary basis with client objectives and risk tolerances documented in an Investment Policy Statement; the firm uses fundamental, technical, and cyclical analysis and may engage sub‑advisors to manage portions of client assets. Accounts are reviewed at least semi‑annually and more frequently as needed, and planning engagements are offered on fixed‑fee or hourly bases while portfolio management is billed as a percentage of assets under management.
Notable distinctions in the brochure include an explicit fee‑only model that disclaims sales of insurance or commissioned products and states the firm has no representatives registered with a broker‑dealer or receipt of external compensation. The firm also highlights specialized ERISA 3(38) plan services and a documented succession arrangement with another advisory firm, which are less common among peers.
Client services
Expertise
Fee options
Comprehensive financial planning flat fee ranges from $1,800 to $6,500; ongoing planning fees $1,800 to $20,000 annually
$0 - $500,000: $5,000 annually (fixed fee) $500,000 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.50% annually
$250 per hour for limited scope financial planning
Account minimum: $250,000 Minimum fee: $5,000 annually for assets under $500,000 Fee-only: Financial planning flat fees range from $1,800 to $6,500; hourly fees at $250/hour; ongoing planning fees from $1,800 to $20,000 annually
Main office location
Wisconsin Wealth Advisors, LLC
1777 West Main Street, Suite 203
Sun Prairie WI 53590, United States
Number of offices
2
Most active in
Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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