Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$175,656,748
Total clients
333
12% high-net worth
Total advisors
5
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
67
Average account size
$527,498
Fiduciary Financial Planning Network provides financial planning and both discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients) and small businesses. The firm delivers written investment policy statements, ongoing financial planning with periodic check‑ins, and administration of client portfolios across custody and non‑custody accounts.
FFPN’s investment approach emphasizes index‑based, long‑term buy‑and‑hold portfolios built from ETFs, mutual funds, and fixed‑income allocations, with annual rebalancing and limited trading. The firm documents client risk tolerance in an IPS, seeks tax‑efficient asset location, and implements strategies for non‑custodied retirement and HSA accounts using order‑management tools.
A principal of the firm also practices as an accountant and may offer accounting‑related advice or services for a fee, a relationship the brochure discloses as a potential conflict of interest. The firm also makes use of third‑party educational programs and Schwab‑provided events and resources to support client education and adviser training, and it explicitly manages workplace retirement assets held outside its custody—features that are less common among comparable team firms.
Fixed fees from $2,500 to $25,000 for financial plans
$0 - $500,000: 1.50% (up to 5.00% for a limited time) $500,001 - $1,000,000: 1.00% (up to 2.00%) $1,000,001+: 0.50% (up to 1.00%)
Ongoing financial planning fees negotiated from $250 to $25,000 monthly
Minimum fee: Minimum quarterly fee assessed if percentage fee calculated on billable assets is less than the minimum fee stated in the Financial & Investment Planning Agreement Fee-only: Fixed fees ranging from $2,500 to $25,000 for financial plans; ongoing financial planning fees negotiated from $250 to $25,000 monthly
Fiduciary Financial Planning Network
1131 Main Street
Onalaska WI 54650, United States
Number of offices
2
Idaho · Minnesota · Texas · Wisconsin
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Onalaska, WI
Fiduciary Financial Planning Network
Series 63, Series 65
Onalaska, WI
Fiduciary Financial Planning Network
ChFC®, Series 63
Eagle, ID
Fiduciary Financial Planning Network
CFP®, Series 66
Onalaska, WI
Fiduciary Financial Planning Network
Series 65
Onalaska, WI
Fiduciary Financial Planning Network
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