Austin Preece
Preece Financial Planning · Eau Claire, Wisconsin
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.
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Specialties
Who they serve
- Retirees
- Real estate investors
- Early-career professionals
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 |
| Assets under management | $46.2M across 416 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in AZ, MN, TX, WI · CRD 6960151 |
| Exams passed | Series 63 (2018) · Series 65 (2020) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | preecefp.com |
| Profile |
How Austin'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.
- A one-time plan starts at $500, below the Wisconsin median of $1,900 for fee-only firms that publish prices.
- Preece Financial Planning's average account is about $111,000, from its Form ADV (assets managed divided by 416 accounts).
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Questions about Austin
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.
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
- Preece Financial Planning 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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