Prepared Financial Planning LLC 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 11 individual clients, 4 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 11 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.
- It works with clients virtually as well as in person.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Milwaukee, Wisconsin |
|---|---|
| Website | preparedfp.com |
| [email protected] | |
| Phone | (262) 227-7139 |
Questions about Prepared Financial Planning LLC
How much does Prepared Financial Planning LLC charge?
Prepared Financial Planning LLC publishes these prices: ongoing planning: from $3,000 a year; hourly: $350 an hour. We found this on its website, checked October 28, 2026.
How is Prepared Financial Planning LLC paid?
Prepared Financial Planning LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Prepared Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Prepared Financial Planning LLC.
What is the average account at Prepared Financial Planning LLC?
Prepared Financial Planning LLC's average account is about $1.0 million. That's the assets on its Form ADV divided by its 11 accounts.
What does Prepared Financial Planning LLC specialize in?
Prepared Financial Planning LLC's advisors and website list retirement planning, physicians & residents, tax planning and estate & legacy planning.
Is Prepared Financial Planning LLC accepting new clients?
Yes, according to Prepared Financial Planning LLC's website, checked October 28, 2026.
Does Prepared Financial Planning LLC work with clients virtually?
Yes. Prepared Financial Planning LLC's website says it works with clients virtually.
Prepared Financial Planning LLC 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 |
|---|---|
| Hourly | $350 an hour |
| How it charges | Percentage of assets · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"$250 - $800 per month." source
"$350 per hour." source
"You have around $1 million of investments for us to actively manage." source
"One-time financial plans and investment recommendations billed hourly" 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 | $11 million |
| Individual clients | 7 |
| High-net-worth clients | 4 |
| Accounts managed | 11 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 327522 |