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Patrick Fosdick

Wisconsin Wealth Advisors, LLC
14 Years of Experience
Sun Prairie, WI
BrokerSells Insurance
View SEC Summary
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Patrick Fosdick is a CFP-designated registered investment advisor at Wisconsin Wealth Advisors, LLC, based in Sun Prairie, WI, with 14 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 290 clients with $160M in assets under management.

Wisconsin Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
290 clients
Average Client Portfolio
$543K average
Assets Under Management
$157.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee of 1.50%. Fees are negotiable based on factors such as historical relationships, asset types, anticipated future earning capacity, anticipated future additional assets, and account composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1777 W. Main Street, Suite 203, Sun Prairie, WI, 53590

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Patrick is the president/owner of Madison Sports and Social Club, spending about half his time on scheduling, bookkeeping, and website upkeep. He is also an independent insurance agent and owner/tax preparer for WWA Tax Services LLC, dedicating a few hours per week to each. Patrick is also a financial advisor for Wisconsin Wealth Advisors, spending nearly full-time on this role.

Employment History
Current Registrations
Wisconsin Wealth Advisors, LLC
November 2024 - Present · 1 yr 11 mos
Harbour Investments, INC.
October 2016 - Present · 10 yrs
Harbour Investments, INC.Broker
October 2016 - Present · 10 yrs
Previous Registrations
Woodbury Financial Services, INC.
January 2015 - October 2016 · 1 yr 9 mos
Woodbury Financial Services, INC.Broker
October 2011 - October 2016 · 5 yrs
State Registrations2 states
NJWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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