Boardwalk Financial Strategies LLC

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Client assets under management

$197,600,000

Clients

79% high-net-worth

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$2,324,706

About

Boardwalk Financial Strategies LLC provides portfolio management and comprehensive financial planning to individuals, including high‑net‑worth clients, as well as charitable organizations and pension plans. The firm manages approximately $197.6 million across about 85 client relationships and also offers standalone hourly planning for clients who do not engage its ongoing investment supervision.

The firm emphasizes long‑term, globally diversified portfolios driven by asset allocation, documented risk tolerances, and periodic rebalancing, implementing strategies primarily through mutual funds and ETFs. Boardwalk uses fundamental and cyclical analysis and may tilt portfolios toward smaller‑company and value exposures, seeks discretionary trading authority for ongoing supervision, and employs a third‑party platform to manage held‑away defined contribution participant accounts with quarterly reviews.

Noteworthy distinctions include account minimum thresholds for retirees and pre‑retirees and the use of a third‑party participant‑account platform to manage held‑away retirement plan allocations without taking custody. The firm is approved to utilize Dimensional Fund Advisors mutual funds and receives related research and training support, and it discloses specific custody practices and a formal Code of Ethics intended to address conflicts of interest.

Client services

Financial planning Portfolio management

Expertise

Social Security optimization Retirement income strategy General tax planning Charitable giving tax strategies Cash flow / budgeting

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.15%

Project-based

$500 per hour for advisor, $250 per hour for staff member

Other

Account minimum: $1,500,000 Minimum fee: $17,500 minimum annual fee for standard accounts; $8,500 minimum annual fee for non-profit accounts Fee-only: Hourly fees of $500 for advisor, $250 for staff member; fees may be negotiable

Main office location

Boardwalk Financial Strategies LLC

128 Cottonwood Avenue

Hartland WI 53029, United States

Number of offices

Most active in

Illinois · Wisconsin

Disclosures

Business activities & affiliations

Is not 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.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 262-423-7552

Advisors at this firm

Brittany F

CFP®, Series 65

Hartland, WI

Boardwalk Financial Strategies LLC

Brittany Falkner is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with Boardwalk Financial Strategies LLC and has previously worked at Charter Capital Management, Inc., Liberty Financial Group, Inc., and Financial Service Group, Inc. Boardwalk Financial Strategies serves individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans with ongoing investment supervisory services and comprehensive financial planning. The firm emphasizes long-term, globally diversified portfolios using mutual funds and ETFs, managing accounts with discretionary authority and a centralized review process.

Social Security optimization Retirement income strategy General tax planning Charitable giving tax strategies Cash flow / budgeting

Colbey G

Series 65

Hartland, WI

Boardwalk Financial Strategies LLC

Colbey Grisar is a financial advisor at Boardwalk Financial Strategies LLC with a Series 65 credential and one year of industry experience. Prior to joining Boardwalk, Colbey held roles at Welmmark BCBS and the City of Waukesha. Boardwalk Financial Strategies serves individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans, offering investment supervisory services and comprehensive financial planning. The firm emphasizes long-term, globally diversified portfolios primarily using mutual funds and ETFs, with a centralized review process and a formal succession arrangement for continuity.

Social Security optimization Retirement income strategy General tax planning Charitable giving tax strategies Cash flow / budgeting

Michael R

CFP®, CFA®, Series 63, Series 65

Hartland, WI

Boardwalk Financial Strategies LLC

Michael Rodenbaugh is a CFP® and CFA® with 14 years of experience, currently serving at Boardwalk Financial Strategies LLC since 2012. He also has a longstanding affiliation with Altair Advisers LLC dating back to 2007. Outside of his advisory roles, he is vice-chair on the board of directors for the ProHealth Care Foundation, a nonprofit focused on financial support and advocacy in healthcare. Boardwalk Financial Strategies serves individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans by providing comprehensive financial planning and investment supervisory services. The firm emphasizes long-term, globally diversified portfolios using mutual funds and ETFs, supported by a small advisor team and a centralized account review process.

Social Security optimization Retirement income strategy General tax planning Charitable giving tax strategies Cash flow / budgeting

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