Client Fee Schedule

As an independent, fee-only financial planning firm, we operate with a strict fiduciary commitment, meaning our advice is always unbiased and structured around your best interests. Walkner Condon prioritizes transparent pricing, tailored investment strategies and an education-first approach to help you navigate every stage of your financial journey.

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Fee-Only Fiduciaries

As a fee-only financial planning firm, we operate as full-time fiduciaries. That means we’re legally required to put your interests first—every single time, no exceptions. We firmly believe this should be the universal standard for financial advice, not a rare feature.

Unlike many traditional advisors who earn commissions on the investment products they sell, we don't take a dime from product sales. We get paid directly by you for our advice, keeping our goals completely aligned with yours.

Curious about why we stick to a fee-only approach vs. hourly projects? Learn more about it our blog.

Walkner Condon financial advisors Nate and Clint standing side by side, smiling confidently. Nate is wearing a white dress shirt and black pants, while Clint is wearing a light blue dress shirt and dark blue pants. The background features soft, neutral vertical lines and greenery, highlighting the professional and approachable environment at Walkner Condon.

Independent Firm

As an independent financial planning firm in Madison, WI, Walkner Condon operates without any corporate parent or distant management pushing outside agendas. That freedom means every recommendation we make revolves entirely around your goals, needs, and vision for the future.

Our co-founders, Clint Walkner and Nate Condon, remain deeply involved in daily management and actively work directly with clients. Alongside dedicated partners who are personally invested in the firm’s long-term success, our team ensures you always have stable, hands-on guidance for the road ahead.

Standard Fee Schedule

For investment advisory services, Client will pay WCFA a monthly investment management fee based on the following marginal rates.

Example: A client with $2,000,000 would pay an annualized fee of 1.00% on the first $1 mil. and 0.75% on the second $1 mil., for a blended annualized fee of 0.875% (a monthly fee 1/12 of annual fee, 0.0729%).

ASSETS UNDER MANAGEMENT	ANNUAL FEE RATE
$1,000,000 or less	1.00%
$1,000,001 to $3,000,000	0.75%
$3,000,001 to $5,000,000	0.50%
More than $5,000,000	0.25%

Download our Client Services Agreement for additional information.

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