Enrich Financial Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$750/hr

“Fees are $300 to $750 per hour or a negotiated flat project fee depending on the anticipated complexity of the analysis and the anticipated amount of work that will be involved to complete an analysis or to provide the coaching.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Enrich Financial Partners LLC bills

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

• “The initial fee for new accounts is based on the value of securities or cash deposited and prorated for the previous quarter to the start date.”
• “If the client does not have a taxable account, our fee is billed directly to the client.”
• “Clients will be charged in advance at the beginning of each calendar quarter based on the previous quarter-end market value.”

How Enrich Financial Partners LLC’s fees compare

• Its hourly rate of $300-$750 is above the Wisconsin median of $300. 98% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 10 of the 10 other planners in Madison that publish an hourly rate charge less.

About Enrich Financial Partners LLC

• Firm size: 8 employees.
• Founded: 2003 (23 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

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

1.1% a year

Clients

425

Employees

8

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$556,812,040

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

111234

Website

facebook.com/enrichfinancialpartners (opens in new tab)

Phone

(608) 275-3442

Can advise clients in 6 states: California, Florida, Illinois, Minnesota, Texas, Wisconsin

Other planners in Madison that publish fees

• Atlatl AdvisersMadison$500/hr, $2,500
• Calculated WealthMadison$400/hr, $4,500⁠-⁠$60,000
• CLF Asset Management, Inc.Madison$195/hr, $1,000⁠-⁠$3,000
• Evolution Financial LLCMadison$300/hr, $3,000⁠-⁠$5,000
• Forward Investment Advisors, Inc.Madison$120/hr
• Isthmus Partners, LLCMadison$250/hr, $500⁠-⁠$5,000

Compare all 24 planners in Madison