Elaine Rich
EnRich Financial Partners · Madison, Wisconsin
Elaine Rich is a fee-only financial advisor at EnRich Financial Partners in Madison, Wisconsin, who holds the CFP credential. Elaine charges a percentage of assets and an ongoing planning fee (a $250,000 asset minimum).
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Who they serve
- Early-career professionals
- Retirees
Facts
| Firm | EnRich Financial Partners |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | A $250,000 asset minimum |
| Assets under management | $556.8M across 1,636 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 4449029 |
| Exams passed | Series 65 (2000) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.enrichpartners.com |
| Profile |
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Questions about Elaine
Is Elaine Rich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elaine holds no broker registration, and EnRich Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elaine charge for financial advice?
Elaine charges a percentage of assets and an ongoing planning fee.
How much does Elaine charge?
According to EnRich Financial Partners's website, checked October 30, 2026: a $250,000 asset minimum.
Where is Elaine Rich based?
Elaine Rich is based in Madison, Wisconsin.
What credentials does Elaine Rich hold?
Elaine Rich holds the CFP credential.
Is Elaine Rich registered with the SEC?
Yes. Elaine Rich is registered as an investment adviser representative in TX and WI (CRD 4449029), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does EnRich Financial Partners manage?
EnRich Financial Partners reports $556.8M across 1,636 accounts in assets under management.
How do I contact Elaine Rich?
Through Elaine's website, www.enrichpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- EnRich Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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