Zachary Kuehl is a CFP-designated registered investment advisor at Madison Partners, based in Madison, WI, with 13 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,077 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Madison Partners charges an annual fee based on a percentage of your portfolio. This fee includes both Madison Partners' advisory fee (which is negotiable up to a maximum of 1.25%) and a separate, non-negotiable fee for the sub-adviser's strategy or model, if one is used. The total fee will be shown as two separate line items on your custodian statement. Fees are negotiable based on factors like complexity, financial planning services, asset level, and overall relationship with the firm.
Location
1502 W Broadway, Suite 301, Madison, WI, 53713
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Regulatory History
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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Zachary is a member of the school board at Peace Lutheran School in Sun Prairie, WI, dedicating minimal time to this non-investment related activity. He is also the principal of ZTK LLC, a passthrough LLC for tax purposes, spending minimal time on this activity as well.
Employment History
Current Registrations
Madison Partners
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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