Susan Peck
Evolution Financial LLC · Madison, Wisconsin
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.
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Specialties
Who they serve
- Pre-retirees
- Divorced individuals
- Founders
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 | $38.8M across 208 accounts |
| Credentials | CFP · RLP |
| SEC registration | Investment adviser representative in WI · CRD 6379499 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | evolutionfinplan.com |
| Profile |
How Susan's firm compares
- Evolution Financial LLC's average account is about $187,000, from its Form ADV (assets managed divided by 208 accounts).
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Questions about Susan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Evolution Financial LLC 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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