PlannerFees

Entirement Financial Planning LLC fees and pricing

Financial planner in Watertown, Wisconsin. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, Entirement Financial Planning LLC charges a flat or project fee of $1,500⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,500⁠-⁠$20,000
“Fixed fee rates range between $1,500 and $20,000.”

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

How Entirement Financial Planning LLC bills

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

  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “Fees are billed in arrears and the advisor's portion of the fee is sent to the advisory firm shortly after the end of the quarter or month via ACH.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Entirement Financial Planning LLC’s fees compare

  • Its flat or project fee of $1,500-$20,000 spans the Wisconsin median of $3,000. 81% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Entirement Financial Planning LLC

“We offer investment management and financial planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Marie Schuett
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
13
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$17,987,141
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
330359
Website
entirementfinancialplanning.com (opens in new tab)
Phone
(262) 207-4353

Other planners in Wisconsin that publish fees

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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.