Entirement Financial Planning
Watertown, Wisconsin
Entirement Financial Planning at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 13 individual clients, 7 of them high net worth.
- Its average account is about $391,000 (assets it manages divided by its 46 accounts).
- Its ongoing planning fee starts at $7,200 a year, above the Wisconsin median of $3,000.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Watertown, Wisconsin |
|---|---|
| Website | entirementfinancialplanning.com |
| [email protected] | |
| Phone | (262) 207-4353 |
Questions about Entirement Financial Planning
How much does Entirement Financial Planning charge?
Entirement Financial Planning publishes these prices: ongoing planning: from $7,200 a year; one-time plan: from $1,500. We found this on its website, checked October 28, 2026.
How is Entirement Financial Planning paid?
Entirement Financial Planning's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Entirement Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Entirement Financial Planning.
What is the average account at Entirement Financial Planning?
Entirement Financial Planning's average account is about $391,000. That's the assets on its Form ADV divided by its 46 accounts.
What does Entirement Financial Planning specialize in?
Entirement Financial Planning's advisors and website list retirement planning.
Entirement Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,200 a year |
|---|---|
| One-time plan | From $1,500 |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Individual: $1,800 per quarter ($7,200 annually)" source
"Fees start at $1,500 and are based on variables including the specific needs of the client" source
"You have at least $450,000 of investments to be managed" source
"Fees-are based on assets under management and are billed quarterly from your investment account(s)." 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 · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 6 |
| High-net-worth clients | 7 |
| Accounts managed | 46 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 330359 |
Advisors at this firm (1)
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