Marie Schuett
Entirement Financial Planning · Watertown, Wisconsin
Marie Schuett is a fee-only financial advisor at Entirement Financial Planning in Watertown, Wisconsin, who holds the CFP and EA credentials.
- $7,200
- Ongoing planning, per year, from
- $1,500
- One-time plan, from
- $18M
- Firm assets managed
- $391,000
- Firm's average account
What Marie focuses on
Who Marie works with
- Pre-retirees
How does Marie's firm compare?
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Ongoing planning starts at $7,200 a year, above the Wisconsin median of $3,000 for fee-only firms that publish prices.
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A one-time plan starts at $1,500, below the Wisconsin median of $1,900 for fee-only firms that publish prices.
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Entirement Financial Planning's average account is about $391,000, from its Form ADV (assets managed divided by 46 accounts).
Questions about Marie
Is Marie Schuett a fee-only financial advisor?
Yes. Marie Schuett 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 Marie's firm.
How does Marie Schuett charge for financial advice?
Marie Schuett charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Marie Schuett charge?
According to Entirement Financial Planning's website, checked October 28, 2026: ongoing planning from $7,200 a year; one-time plans from $1,500; typically works with clients with $450,000 or more.
Where is Marie Schuett based?
Marie Schuett is based in Watertown, Wisconsin.
What does Marie Schuett specialize in?
Marie Schuett's specialties include retirement planning. Marie works with pre-retirees.
What credentials does Marie Schuett hold?
Marie Schuett holds the CFP and EA credentials.
Is Marie Schuett registered with the SEC?
Yes. Marie Schuett is registered as an investment adviser representative in WI (CRD 6457257), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Entirement Financial Planning manage?
Entirement Financial Planning reports $18.0M across 46 accounts in assets under management.
How do I contact Marie Schuett?
Through Marie Schuett's website, entirementfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Entirement Financial Planning |
|---|---|
| Based in | Watertown, Wisconsin |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $7,200 a year · One-time plans from $1,500 · Typically works with clients with $450,000 or more |
| Assets under management | $18.0M across 46 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in WI · CRD 6457257 |
| Exams passed | Series 63 (2017) · Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | entirementfinancialplanning.com |
| Profile |
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Other fee-only advisors in Wisconsin
Other advisors in Wisconsin who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Entirement 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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