Entirement Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,987,141
Clients
13
54% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$1,383,626
About
The firm provides investment management and financial planning to individuals (including high‑net‑worth clients) and small businesses. It operates as a fee‑only independent adviser and manages about $18 million spread across a very small client base, offering both ongoing and project‑based planning and the option to use third‑party managers or the Betterment for Advisors platform.
The sole advisor, a CFP® professional, frames portfolios around individualized asset‑allocation plans grounded in modern portfolio theory and a mix of fundamental, technical, and cyclical analysis. The firm accepts discretionary authority, works with clients to set reasonable restrictions, and can incorporate socially conscious investment options when requested.
Noteworthy features include its unusually small number of clients relative to its assets under management and its use of a digital advisory/custody platform alongside referrals to outside managers. The firm is fee‑only and does not accept commission‑based compensation, and the principal maintains professional credentials while no longer selling insurance products.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning fixed fees range from $1,500 to $20,000
$0 - $450,000: 1.60% $450,001 - $750,000: 1.40% $750,001 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - Negotiable: Negotiable
Fee-only: Ongoing Financial Planning: up to $7,200 annually for individuals, up to $9,600 annually for couples; Project-Based Financial Planning: $1,500 to $20,000 fixed fee
Main office location
Entirement Financial Planning LLC
Watertown WI, United States
Number of offices
1
Most active in
Entirement Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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