Schaper Benz & Wise Investment Counsel provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, philanthropic planning, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Schaper Benz & Wise Investment Counsel reports 403 clients. They include 277 high-net-worth individuals, 111 individual clients and 7 charitable organizations. Of its assets, 98.6% ($1.74B across 1,069 accounts) are managed with discretion; $23.8M across 8 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 28% | 2% |
| High-net-worth individuals | 69% | 95% |
| Pension and profit-sharing plans | 1% | 1% |
| Charitable organizations | 2% | 1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 111 | $34M | 1.9% | $307K |
| High-net-worth individuals | 277 | $1.67B | 95.1% | $6.05M |
| Pension and profit-sharing plans | 6 | $26.1M | 1.5% | $4.34M |
| Charitable organizations | 7 | $25.5M | 1.4% | $3.64M |
| Corporations and other businesses | 2 | $835K | 0.0% | $418K |
| Total | 403 | $1.76B | 100% | $4.37M |
- Clients
- 111
- Regulatory AUM
- $34M
- AUM share
- 1.9%
- Avg. per client
- $307K
- Clients
- 277
- Regulatory AUM
- $1.67B
- AUM share
- 95.1%
- Avg. per client
- $6.05M
- Clients
- 6
- Regulatory AUM
- $26.1M
- AUM share
- 1.5%
- Avg. per client
- $4.34M
- Clients
- 7
- Regulatory AUM
- $25.5M
- AUM share
- 1.4%
- Avg. per client
- $3.64M
- Clients
- 2
- Regulatory AUM
- $835K
- AUM share
- 0.0%
- Avg. per client
- $418K
Total
- Clients
- 403
- Regulatory AUM
- $1.76B
- AUM share
- 100%
- Avg. per client
- $4.37M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Schaper Benz & Wise Investment Counsel charges 0.25%–0.50% a year for its Standard Annual Fee Schedule. Each asset band is charged at its own rate. The fee is billed in arrears and has a $10,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$3M | 0.50% |
| $3M–$5M | 0.40% |
| $5M–$10M | 0.30% |
| $10M and above | 0.25% |
Fee details and sources
Other fees
- Family Wealth Counsel
- Family wealth counsel is 0.30% of the first $2 million under advisement and 0.25% above, with a $6,000 minimum annual fee, or an hourly or fixed fee.
- Special project hourly fee
- Special projects may be charged an hourly fee, which is negotiable depending on the services requested.
The leadership team of Schaper Benz & Wise Investment Counsel includes President Kimberly Petersen and Chief Compliance Officer Mark Sprtel. It has 15 employees, 11 of them in advisory roles.
Leadership
- Kimberly PetersenPresident of Family Wealth Counsel (01/2020), Secretary (03/2020) and Director (01/2017)
- Trevor RabbachVice President of Family Wealth Counsel
- Thomas RipplVice President (10/2006), Treasurer (03/2020) and Managing Director (4/2024)
- Christi SalmVice President (08/2003) and Managing Director (4/2024)
- Anthony SeashorePresident (03/2020) and Director (01/2018)
- Mark SprtelChief Compliance Officer (03/2021)
- Bradley BenzChairman (03/2020) and Director (02/1994)
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- Blake Kenneth Bartlett
- Bradley Everett Benz
- Jack Henry Fischer
- Laura Ann Guy
- Kimberly Anne Petersen
- Trevor David Rabbach
- Thomas Haley Rippl
- Christi Lyn Salm
- Spencer Schultz
- Anthony John Seashore
- Mark James Sprtel
- Daniel Jon Sullivan
- Shane Michael Wiegert
Staff
- 15 employees
- 11 in advisory functions
- 11 state-registered reps
- Owns 10% to 25% of Schaper Benz & Wise Investment Counsel Inc
Bradley Benz
Control person · since March 2020
- Owns 10% to 25% of Schaper Benz & Wise Investment Counsel Inc
Thomas Rippl
Control person · since March 2020
- Owns 10% to 25% of Schaper Benz & Wise Investment Counsel Inc
Christi Salm
Control person · since August 2003
- Owns 10% to 25% of Schaper Benz & Wise Investment Counsel Inc
Anthony Seashore
Control person · since March 2020
- Owns 5% to 10% of Schaper Benz & Wise Investment Counsel Inc
Kimberly Petersen
Control person · since January 2020
Schaper Benz & Wise Investment Counsel’s regulatory assets grew from $1.19B (March 2021) to $1.76B (July 2026); clients rose from 301 to 403 and employees fell from 16 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.76B | 403 | 15 | 1 |
| March 2025 | $1.57B | 371 | 15 | 1 |
| March 2024 | $1.4B | 381 | 14 | 1 |
| March 2023 | $1.2B | 352 | 13 | 1 |
| June 2022 | $1.43B | 319 | 16 | 1 |
| March 2021 | $1.19B | 301 | 16 | 1 |
Besides its headquarters, Schaper Benz & Wise Investment Counsel has 0 offices, with 1 listed address in Wisconsin.
Wisconsin · 1 listed address
- 40 Jewelers Park DR, Ste 200, NeenahHQ
Contact and registration details
- Legal name
- Schaper Benz & Wise Investment Counsel Inc
- Headquarters
- 40 Jewelers Park DR, Ste 200, Neenah, WI 54956
- Website
- sbw-invest.com
- Phone
- 920-727-1137
- SEC file
- 801-39679
- Founded
- 1992
- Structure
- Wisconsin corporation
- Fiscal year end
- December
Schaper Benz & Wise Investment Counsel uses Charles Schwab ($1.74B) as custodian for its separately managed accounts. Schaper Benz & Wise Investment Counsel has custody of $1.15B in client assets for 150 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.74B100%
At year end, Schaper Benz & Wise Investment Counsel’s separately managed accounts were mostly in stocks (80%) and cash (12%).
What the accounts hold
- Stocks80%
- Funds4%
- Bonds5%
- U.S. government and agency bonds4%
- Investment grade corporate bonds1%
- Cash12%
How many clients does Schaper Benz & Wise Investment Counsel have?
Schaper Benz & Wise Investment Counsel has 403 clients and manages $1.76 billion for them, as of July 2026. They include 277 high-net-worth individuals, 111 individual clients and 7 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does Schaper Benz & Wise Investment Counsel offer?
Schaper Benz & Wise Investment Counsel provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Schaper Benz & Wise Investment Counsel charge?
Schaper Benz & Wise Investment Counsel charges 0.25%–0.50% a year for its Standard Annual Fee Schedule. Each asset band is charged at its own rate. The fee is billed in arrears and has a $10,000 annual minimum.
Which custodians does Schaper Benz & Wise Investment Counsel use?
Schaper Benz & Wise Investment Counsel’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.74B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026
How many financial advisors does Schaper Benz & Wise Investment Counsel have?
Schaper Benz & Wise Investment Counsel has 11 investment adviser representatives registered with state securities authorities, out of 15 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Schaper Benz & Wise Investment Counsel invest in?
At the end of its last fiscal year, Schaper Benz & Wise Investment Counsel’s separately managed accounts held 80% exchange-traded equities, 12% cash and equivalents, 4% U.S. government and agency bonds, 4% registered funds (mutual funds, ETFs, BDCs) and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Schaper Benz & Wise Investment Counsel?
Schaper Benz & Wise Investment Counsel’s direct owners are Bradley Benz, Thomas Rippl, Christi Salm, Anthony Seashore and Kimberly Petersen, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does Schaper Benz & Wise Investment Counsel get paid?
Schaper Benz & Wise Investment Counsel is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Schaper Benz & Wise Investment Counsel registered with the SEC?
Yes, Schaper Benz & Wise Investment Counsel has been registered with the SEC as an investment adviser since 16 April 1992. Its CRD number is 107630 and its SEC file number is 801-39679.
Source: Form ADV Part 1A, Item 1, filed 9 July 2026; IAPD firm record
How do I contact Schaper Benz & Wise Investment Counsel?
Schaper Benz & Wise Investment Counsel’s main office is at 40 Jewelers Park DR, Ste 200, Neenah, WI 54956. Its phone number is 920-727-1137. Its website is sbw-invest.com.