Preece Financial Planning
Eau Claire, Wisconsin
Preece Financial Planning at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 112 individual clients, 11 of them high net worth.
- Its average account is about $111,000 (assets it manages divided by its 416 accounts).
- Its ongoing planning fee starts at $3,000 a year, in line with the Wisconsin median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Eau Claire, Wisconsin |
|---|---|
| Website | preecefp.com |
| [email protected] | |
| Phone | (715) 903-6125 |
Questions about Preece Financial Planning
How much does Preece Financial Planning charge?
Preece Financial Planning publishes these prices: ongoing planning: from $3,000 a year; one-time plan: from $500; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Preece Financial Planning paid?
Preece Financial Planning's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Preece Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Preece Financial Planning, and 1 hold the CFP.
What is the average account at Preece Financial Planning?
Preece Financial Planning's average account is about $111,000. That's the assets on its Form ADV divided by its 416 accounts.
What does Preece Financial Planning specialize in?
Preece Financial Planning's advisors and website list tax planning, small business owners, real estate investors and retirement planning.
Is Preece Financial Planning accepting new clients?
Yes, according to Preece Financial Planning's website, checked October 28, 2026.
Preece 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 $3,000 a year |
|---|---|
| One-time plan | From $500 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"no minimum account size but a minimum fee of $3,000/year." source
"One-time reviews start at $500" source
"1% on the first $1 million" source
"annual fees are 1% on the first $1 million, 0.75% on the next $4 million, and 0.50% on assets above $5 million" 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 | $46 million |
| Individual clients | 101 |
| High-net-worth clients | 11 |
| Accounts managed | 416 |
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 327765 |
Advisors at this firm (3)
Other fee-only firms in Wisconsin
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