Firm
A to Z Financial Planning
Oak Creek, Wisconsin
Fee-only
A to Z Financial Planning at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 181 individual clients, 12 of them high net worth.
- Its average account is about $134,000 (assets it manages divided by its 371 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Oak Creek, Wisconsin |
|---|---|
| Website | a2zplanning.com |
| [email protected] | |
| Phone | (414) 856-9800 |
A to Z Financial Planning fees
A to Z Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $50 million |
| Individual clients | 169 |
| High-net-worth clients | 12 |
| Accounts managed | 371 |
| Employees | 2 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | January 16, 2026 |
| SEC record | CRD 146960 |