# Susan Peck

> Susan Peck is a fee-only financial advisor at Evolution Financial LLC in Madison, Wisconsin, who holds the CFP and RLP credentials. Susan charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $500,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Evolution Financial LLC
- **Based in:** Madison, Wisconsin
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; typically works with clients with $500,000 or more
- **Assets under management (firm):** $38.8M across 208 accounts
- **Credentials:** CFP, RLP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Divorce financial planning
- **Works with:** Pre-retirees, Divorced individuals, Founders
- **CRD:** 6379499 (https://adviserinfo.sec.gov/individual/summary/6379499)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://evolutionfinplan.com

## Frequently asked questions

### Is Susan Peck a fee-only financial advisor?

Yes. Susan Peck is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Susan's firm.

### How does Susan charge for financial advice?

Susan charges a percentage of assets.

### How much does Susan charge?

According to Evolution Financial LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed; typically works with clients with $500,000 or more.

### Where is Susan Peck based?

Susan Peck is based in Madison, Wisconsin.

### What does Susan specialize in?

Susan's specialties include retirement planning, tax planning, estate & legacy planning and divorce financial planning. Susan works with pre-retirees, divorced individuals and founders.

### What credentials does Susan Peck hold?

Susan Peck holds the CFP and RLP credentials.

### Is Susan Peck registered with the SEC?

Yes. Susan Peck is registered as an investment adviser representative in WI (CRD 6379499), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Evolution Financial LLC manage?

Evolution Financial LLC reports $38.8M across 208 accounts in assets under management.

### How do I contact Susan Peck?

Through Susan's website, evolutionfinplan.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39622): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: 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.evolutionfinplan.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.