Fees & Expenses

At Ellenbecker Investment Group, transparency is at the heart of everything we do. As a fee-based advisory firm since 1996, all of our financial consultation and investment advisory fees are fully disclosed before you enter into a client relationship. Our fees are 100% transparent - no surprises, ever. 

We recognize that every client’s situation is unique. That’s why we begin with a complimentary Discovery Meeting - an opportunity to learn about your goals, priorities, and financial milestones. From there, we design a personalized plan and provide a clear estimate of any fees associated with creating and maintaining your strategy. 

Whether you’re navigating a major life event—such as marriage, divorce, welcoming children or grandchildren, or planning for retirement - or simply seeking an objective financial review, we’re here to help.

Our fee structure includes: 

• Consultation – Fees range from $500 to $3,000, depending on the scope and complexity of the project.
• Asset Management – Average fees range from 0.75% to 1.2%, based on the value of your managed assets.
• Project-Based Services – For specialized projects such as funding trusts, division of assets, changing beneficiaries, or re-titling assets, hourly rates apply: $200 for professional work and $100 for paraprofessional work.

With our transparent fee structure and client-first philosophy, you can feel confident that we are always acting in your best interest. We look forward to partnering with you to deliver the exceptional service and thoughtful planning that our clients have come to expect.