Family Investment Planning, LLC fees and pricing
Financial planner in Elm Grove, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 3, 2025, Family Investment Planning, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Family Investment Planning, LLC’s current hourly rate is $300, billed in 15-minute increments, and a parOal increment will be treated as a whole.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Family Investment Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “You will be directly invoiced for our services.”
- “Fees will be due following the delivery of the agreed upon services; however, engagements that exceed three months may be assessed quarterly (in arrears).”
- “Residual fees are due within 20 days of invoice receipt.”
How Family Investment Planning, LLC’s fees compare
- Its hourly rate of $300 matches the Wisconsin median of $300. 45% of the 95 other Wisconsin planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Elm Grove that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Family Investment Planning, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 15
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $10,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156132
- Phone
- (414) 435-0601
Other planners in Elm Grove that publish fees
- GTG Wealth Management, LLCElm Grove$150/hr
- Liberty Financial Group, Inc.Elm Grove$250-$500/hr
- Windermere Wealth Advisors, LLCElm Grove$500/hr, $3,000
- 401K Investment ProfessionalsWaunakee$250/hr
- 808 InvestmentsEllsworth$200-$500/mo
- A-Team AdvisorsMedford$500/hr
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.