Wealth Planning Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,199,516
Total clients
112
10% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
37
Average account size
$412,496
About
Wealth Planning Advisors LLC is a fee‑only advisory firm that serves individual clients and employer plan sponsors, offering investment management, combined and standalone financial planning, retirement plan consulting, and educational seminars. The firm also provides tax preparation, bookkeeping, and payroll services indirectly through an affiliated accounting business.
The firm delivers integrated planning and portfolio management by developing individualized investment policies and asset allocation targets, managing portfolios primarily with stocks, bonds, mutual funds, and ETFs, and offering socially conscious options when requested. Advice may be given on a discretionary or non‑discretionary basis, with periodic account reviews and an emphasis on long‑term allocation and tax efficiency informed by Modern Portfolio Theory.
Noteworthy elements disclosed in the brochure include the firm’s relationship with an affiliated accounting entity (Preece Accounting Services LLC) that provides tax and bookkeeping services and from which the firm’s principal receives compensation, a potential conflict the firm discloses and says it mitigates. The firm also conducts public and organizational educational seminars—an offering that is less common among peers—and discloses the principal’s substantial outside accounting responsibilities during tax season as an operational consideration for clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,000+: 0.50%
Minimum fee: $3,000/year for Combined Financial Planning and Investment Management Services (billed as $250/month), which is the minimum fee or the applicable AUM fee, whichever is greater Fee-only: Fixed fees for Project-Based Financial Planning ranging from $500 to $25,000, negotiable
Main office location
Wealth Planning Advisors LLC
Stoughton WI, United States
Number of offices
4
Most active in
Arizona · Minnesota · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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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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