Review Services Inc
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About
Review Services, Inc. provides consulting and asset management to individuals and a range of entity clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Consulting covers estate, retirement, insurance, tax and investment planning, while asset management services are offered alongside ongoing advice; the firm reported $227,354,914 in assets under non‑discretionary management as of March 31, 2026 across roughly 173 clients.
The firm’s process begins with a client‑specific assessment of net worth, risk tolerance, financial goals and restrictions to recommend an asset allocation, relying on fundamental and technical analysis and a generally long‑term buy‑and‑hold orientation that uses mutual funds, ETFs and other standard instruments. Recommendations are implemented on a non‑discretionary basis (clients retain decision authority and managers do not exercise trading discretion except for limited cash management), and accounts are monitored with quarterly reporting and as‑needed reviews.
What is noteworthy for a supported firm of this size is its predominant non‑discretionary model—explicitly disclosed in the ADV—which is uncommon among peers and may affect how advice is executed and implemented. The firm has operated since 1991, its senior staff hold CFP credentials, and it relies on Schwab Advisor Services for custody and institutional support (including benefits to the firm that it discloses), and it also discloses operational practices such as limited access to certain client account passwords that trigger independent surprise custody audits.
Client services
Expertise
Fee options
Flat fee for Consulting Services varies by client; $500 annual financial planning fee may apply
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$100 to $300 per hour for Consulting Services
Minimum fee: $4,000 annually ($1,000 per quarter) minimum fee for asset management services, negotiable or waivable Fee-only: Flat fees for Consulting Services vary by client; hourly rates from $100 to $300 per hour
Main office
13255 W. Bluemound Rd., Suite 205
Brookfield WI 53005
Advisors at this office
3
Most active in
Arizona · 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 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.
Advisors at this firm
Patricia K
CFP®, Series 63
Brookfield, WI
Review Services Inc
Patricia Kiefer is a CERTIFIED FINANCIAL PLANNER™ with 35 years of experience at Review Services, Inc., where she has worked since 1991. She holds the Series 63 license and also operates as an independent insurance agent. Review Services, Inc. provides consulting and asset management to individuals and various entity clients, including pension plans, trusts, and charitable organizations. The firm follows a predominantly non-discretionary investment approach centered on long-term buy-and-hold strategies using mutual funds and ETFs, with client accounts monitored through quarterly reporting and as-needed reviews.
Carrie T
CFP®, Series 66
Brookfield, WI
Review Services Inc
Carrie Ticali is a CFP® and holds a Series 66 license, with 21 years of industry experience. She has been with Review Services, Inc. since 2015. Review Services, Inc. advises individual clients, including high-net-worth and non-HNW households, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm combines consultative financial planning with portfolio oversight, generally favoring a long-term buy-and-hold strategy using mutual funds and ETFs, and primarily provides asset management on a non-discretionary basis.
Tim K
CFP®, Series 63
Brookfield, WI
Review Services Inc
Tim Konicke is a CFP® professional with 35 years of experience in the financial industry. He has been with Review Services Inc. since 1988. In addition to his advisory role, he is also an independent insurance agent. Review Services Inc. provides consulting and asset management to individuals and various entities, including pension plans, trusts, and charitable organizations. The firm emphasizes a non-discretionary investment approach using fundamental and technical analysis, with a long-term buy-and-hold strategy.
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