Michael Swartz
Fiduciary Financial Planning Network · Onalaska, Wisconsin
Michael Swartz is a fee-only financial advisor at Fiduciary Financial Planning Network in Onalaska, Wisconsin. Fiduciary Financial Planning Network reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Fiduciary Financial Planning Network |
|---|---|
| Based in | Onalaska, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $175.7M across 1,147 accounts |
| SEC registration | Investment adviser representative in MN, WI · CRD 6917325 |
| Exams passed | Series 63 (2018) · Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | planwitheagle.com |
How Michael's firm compares
- Fiduciary Financial Planning Network's average account is about $153,000, from its Form ADV (assets managed divided by 1,147 accounts).
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Questions about Michael
Is Michael Swartz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Fiduciary Financial Planning Network reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Fiduciary Financial Planning Network, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Swartz based?
Michael Swartz is based in Onalaska, Wisconsin.
Is Michael Swartz registered with the SEC?
Yes. Michael Swartz is registered as an investment adviser representative in MN and WI (CRD 6917325), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiduciary Financial Planning Network manage?
Fiduciary Financial Planning Network reports $175.7M across 1,147 accounts in assets under management.
How do I contact Michael Swartz?
Through Michael's website, planwitheagle.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
- 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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