La Crosse Financial Planning Inc.
Onalaska, Wisconsin
La Crosse Financial Planning Inc. at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 6 advisors are listed here; 2 of 6 hold the CFP.
- Its Form ADV reports 5 employees and 333 individual clients, 41 of them high net worth.
- Its average account is about $153,000 (assets it manages divided by its 1,147 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Onalaska, Wisconsin |
|---|---|
| [email protected] | |
| Phone | (608) 534-4444 |
Questions about La Crosse Financial Planning Inc.
How is La Crosse Financial Planning Inc. paid?
La Crosse Financial Planning Inc.'s Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does La Crosse Financial Planning Inc. have in the Wellspent public graph?
The Wellspent public graph lists 6 advisors at La Crosse Financial Planning Inc., and 2 hold the CFP.
What is the average account at La Crosse Financial Planning Inc.?
La Crosse Financial Planning Inc.'s average account is about $153,000. That's the assets on its Form ADV divided by its 1,147 accounts.
What does La Crosse Financial Planning Inc. specialize in?
La Crosse Financial Planning Inc.'s advisors and website list retirement planning and estate & legacy planning.
La Crosse Financial Planning Inc. fees
La Crosse Financial Planning Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Fixed fees |
|---|---|
| Assets managed | $176 million |
| Individual clients | 292 |
| High-net-worth clients | 41 |
| Accounts managed | 1,147 |
| Employees | 5 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-135118) |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 313361 |
Advisors at this firm (6)
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