Family Investment Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,000,000
Clients
15
100% 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
15
LowAverage account size
$666,667
About
Family Investment Planning, LLC provides financial planning, investment consultation, and non‑discretionary investment supervisory services to individuals, trusts, foundations, charities, pension and profit‑sharing plans, and businesses, and also offers occasional educational workshops. The firm reports approximately $10.0 million in client assets managed on a non‑discretionary basis and works under written engagement agreements for planning and consultation assignments.
The firm employs a Core + Satellite approach that combines passive, index‑based core holdings with select active satellite managers and typically prepares an investment policy statement to guide allocations and risk tolerance. Much of the firm’s activity is consultation and broader financial planning (about 60% consultation and 35% non‑securities advice such as budgeting, insurance and estate matters), with only a small portion devoted to continuous portfolio supervision (about 5%), and implementation is generally done on a non‑discretionary basis.
Notable distinctions from many peers include a fee‑only billing model based on hourly or fixed fees rather than percentage‑of‑AUM charges, and the firm does not withdraw advisory fees from client accounts. The brochure also notes the firm serves pension and profit‑sharing plans and maintains a relatively small, concentrated client base with a supervisory account minimum, and it discloses a recent change in insurance licensure (the license was not renewed) while stating it does not receive commissions or other transactional compensation.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Cash flow / budgeting
Fee options
Fixed fee engagements generally based on anticipated hours times hourly rate; predetermined 'not to exceed' quarterly maximum fee option available
$300 per hour, billed in 15-minute increments
Account minimum: $500,000 minimum for investment supervisory services accounts; no minimum income or asset level required for financial planning or investment consultation services Fee-only: Hourly rate of $300 billed in 15-minute increments; engagements may also be based on fixed fees generally calculated as estimated hours times hourly rate; option for a negotiated quarterly fee cap (e.g., $3,000 per quarter)
Main office location
Family Investment Planning, LLC
925 Elm Grove Road, Suite 203
Elm Grove WI 53122, United States
Number of offices
1
Most active in
Family Investment 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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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