WisMed Financial, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$82,534,068
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
66
52% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
66
Average account size
$1,250,516
About
WisMed Financial provides wealth management, discretionary investment management, and both ongoing and project‑based financial planning to individual clients and to employer plan sponsors. The firm also offers retirement‑plan consulting to plan fiduciaries and runs educational seminars and speaking engagements that are presented as general, non‑individualized financial education.
The firm operates on a fee‑only basis and typically charges a percentage‑of‑assets fee for investment management while using written financial plans and regular reviews to guide client planning. Investment decisions are guided by asset allocation principles and a mix of passive and active strategies, and portfolios can be tailored to include socially responsible (ESG) considerations when requested by clients.
Notable distinctions include corporate ownership by Wisconsin Medical Society Holdings Corporation and an explicit focus on employer retirement plan services and participant education—services that are less common among solo independent advisers. The brochure also highlights practical operating features of potential client interest, such as a no‑commission, fee‑only model, occasional member discounts for Wisconsin Medical Society members, and the use of custodial standing letter of authorization arrangements for authorized transfers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Retirement plan consulting
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Doctor or Medical Professional
Founder/Business Owner
Demographic focus
Established Professionals
Approaching retirement
Fee options
Fixed fees for project-based financial planning range from $1,500 to $12,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,000+: 0.50%
$250/hour for project-based financial planning
Ongoing financial planning fees range from $250 to $1,000 per month, paid monthly in arrears
Fee-only: Fees only from clients, no commissions or sales-related compensation received.
Main office location
WisMed Financial, Inc.
2920 Marketplace Dr., Suite 103
Fitchburg WI 53719, United States
Number of offices
2
Most active in
WisMed Financial, Inc. has reported serving >5 clients in these states in the last 12 months.
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 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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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.
Forms ADV
Quick links
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