Andrew Ish
Prepared Financial Planning LLC · Milwaukee, Wisconsin
Andrew Ish is a fee-only financial advisor at Prepared Financial Planning LLC in Milwaukee, Wisconsin, who holds the CFP, CFA and CPA credentials. Andrew charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $3,000 a year and $350 an hour) and focuses on retirement planning, physicians & residents and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Physicians
- Early-career professionals
- High earners
Facts
| Firm | Prepared Financial Planning LLC |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year · $350 an hour · Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $11.2M across 11 accounts |
| Credentials | CFP · CFA · CPA |
| SEC registration | Investment adviser representative in IL, WI · CRD 6546286 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | preparedfp.com |
| Profile |
How Andrew's firm compares
- Ongoing planning starts at $3,000 a year, in line with the Wisconsin median of $3,000 for fee-only firms that publish prices.
- The hourly rate is $350, above the US median of $300 for fee-only firms that publish prices.
- Prepared Financial Planning LLC's average account is about $1.0 million, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Andrew
Is Andrew Ish a fee-only financial advisor?
Yes. Andrew Ish is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrew's firm.
How does Andrew charge for financial advice?
Andrew charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.
How much does Andrew charge?
According to Prepared Financial Planning LLC's website, checked October 28, 2026: ongoing planning from $3,000 a year; $350 an hour; typically works with clients with $1,000,000 or more.
Does Andrew work with clients virtually?
Yes. Prepared Financial Planning LLC says on its website that it works with clients remotely.
Where is Andrew Ish based?
Andrew Ish is based in Milwaukee, Wisconsin.
What does Andrew specialize in?
Andrew's specialties include retirement planning, physicians & residents, tax planning, estate & legacy planning and pension planning. Andrew works with retirees, pre-retirees, physicians, early-career professionals and high earners.
What credentials does Andrew Ish hold?
Andrew Ish holds the CFP, CFA and CPA credentials.
Is Andrew Ish registered with the SEC?
Yes. Andrew Ish is registered as an investment adviser representative in IL and WI (CRD 6546286), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Prepared Financial Planning LLC manage?
Prepared Financial Planning LLC reports $11.2M across 11 accounts in assets under management.
How do I contact Andrew Ish?
Through Andrew's website, preparedfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Prepared Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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