A
Associated Retirement Planners, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Associated Retirement Planners, Inc. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm typically facilitates investment management through referral and solicitor relationships with other registered advisers, and the brochure discloses that client assets are managed by third-party advisers on a non‑discretionary basis.
The adviser’s investment work includes an asset-allocation framework supplemented by fundamental, technical and cyclical analysis, with clients able to impose reasonable restrictions and receiving quarterly custodial statements and periodic performance reports. Financial planning is offered as a standalone service — either comprehensive or focused on investments, insurance, taxes, or estate matters — billed on an hourly basis and intended to be updated periodically.
What is distinctive about the firm is its substantive insurance business: its representatives are licensed insurance agents and insurance product sales account for a large share of firm activity, creating potential conflicts when insurance is recommended. The firm also discloses solicitor and fee-sharing arrangements with other advisers (including named outside managers) and reports a regulatory disciplinary event in which the firm’s president was fined by a state regulator for unsuitable insurance sales.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Life insurance needs analysis
Fee options
Financial planning services charged hourly at $150/hour; example fees: Retirement Planning $900, Investment Planning $750, Life Insurance Planning $450
$200,000 - $499,999: 2.0% annually $500,000+: 1.0% annually
$150 per hour for financial planning services
Account minimum: $100,000 (may be waived) Minimum fee: $1,000 minimum annual fee for accounts below $100,000
Main office location
Associated Retirement Planners, Inc.
1212 Grand Ave, 18
Wausau WI 54403, United States
Number of offices
2
Most active in
Associated Retirement Planners, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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