401K Investment Professionals fees and pricing

Financial planner in Waunakee, Wisconsin. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 10, 2026, 401K Investment Professionals charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Clients may terminate the agreement without penalty for a full refund of IPL's fees within five business days of signing the Investment Advisory Contract.”
“The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
“Clients may terminate the agreement without penalty, for full refund of IPL’s fees, within five business days of signing the Financial Planning Agreement.”

Its hourly rate of $250 is below the Wisconsin median of $300. 23% of the 95 other Wisconsin planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 66
Employees: 4
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $311,000,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 282495
Website: facebook/401kinvestmentprofessionals.com (opens in new tab)
Phone: (608) 334-9367

Can advise clients in 3 states: Colorado, Washington, Wisconsin

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.