# Austin Preece

> Austin Preece is a fee-only financial advisor at Preece Financial Planning in Eau Claire, Wisconsin, who holds the CFP and EA credentials. Austin charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,000 a year and one-time plans from $500) and focuses on tax planning, small business owners and real estate investors.

Page: https://find.wellspent.co/advisors/austin-preece/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Preece Financial Planning
- **Based in:** Eau Claire, Wisconsin
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; one-time plans from $500; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $46.2M across 416 accounts
- **Credentials:** CFP, EA
- **Specialties:** Tax planning, Small business owners, Real estate investors, Retirement planning, Estate & legacy planning
- **Works with:** Retirees, Real estate investors, Early-career professionals
- **CRD:** 6960151 (https://adviserinfo.sec.gov/individual/summary/6960151)
- **SEC registration:** Investment adviser representative in AZ, MN, TX, WI
- **Exams passed:** Series 63 (2018), Series 65 (2020)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://preecefp.com

## Frequently asked questions

### Is Austin Preece a fee-only financial advisor?

Yes. Austin Preece 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 Austin's firm.

### How does Austin charge for financial advice?

Austin charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Austin charge?

According to Preece Financial Planning's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $500; 1% a year on the first tier of assets managed.

### Where is Austin Preece based?

Austin Preece is based in Eau Claire, Wisconsin.

### What does Austin specialize in?

Austin's specialties include tax planning, small business owners, real estate investors, retirement planning and estate & legacy planning. Austin works with retirees, real estate investors and early-career professionals.

### What credentials does Austin Preece hold?

Austin Preece holds the CFP and EA credentials.

### Is Austin Preece registered with the SEC?

Yes. Austin Preece is registered as an investment adviser representative in AZ, MN, TX and WI (CRD 6960151), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Preece Financial Planning manage?

Preece Financial Planning reports $46.2M across 416 accounts in assets under management.

### How do I contact Austin Preece?

Through Austin's website, preecefp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/austin-preece-10188): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.preecefp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.