Firm
EnRich Financial Partners
Madison, Wisconsin
Fee-only
Facts
| Based in | Madison, Wisconsin |
|---|---|
| Website | enrichpartners.com |
| [email protected] | |
| Phone | (608) 275-3442 |
EnRich Financial Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $250,000 |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Minimum of $250,000 in investable assets and managing 80% of available investment assets" source
"Assets under management fee schedule applies" source
"Service available for a flat annual retainer fee" source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $557 million |
| Individual clients | 137 |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 111234 |