WisMed Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$71,951,201
Clients
66
Advisors
1
of 1 employees
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
Expertise
Occupation focus
Demographic focus
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
2920 Marketplace Dr., Suite 103
Fitchburg WI 53719
Advisors at this office
1
Most active in
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.
Forms ADV
Quick links
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