Prepared Financial Planning fees and pricing
Financial planner in Milwaukee, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Prepared Financial Planning charges $400 an hour, a flat or project fee of $2,000-$20,000, and a quarterly fee of $1,250-$6,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Our hourly rate is $400.”
- Flat or project fee
- $2,000-$20,000
“Flat fee rates range from $2,000 to $20,000.”
- Quarterly fee
- $1,250-$6,250/qtr
“Fees are paid monthly or quarterly in arrears, ranging from $1,250 to $6,250 quarterly.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prepared Financial Planning 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.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods. 8 If PFP utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Prepared Financial Planning’s fees compare
- Its hourly rate of $400 is above the Wisconsin median of $300. 75% of the 95 other Wisconsin planners that publish an hourly rate charge less.
- 4 of the 6 other planners in Milwaukee that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$20,000 spans the Wisconsin median of $3,000. 82% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
- 6 of the 6 other planners in Milwaukee that publish a flat or project fee charge less.
About Prepared Financial Planning
- Principal: Andrew Ish
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
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
- 2% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 11
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $11,190,698
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327522
- Phone
- (262) 227-7139
Other planners in Milwaukee that publish fees
- Alliance Wealth Management Milwaukee, Inc.Milwaukee$150-$300/hr
- Allison & Company Financial Counselors, LLCMilwaukee$375-$500/hr
- Dream Bigger Financial, LLCMilwaukee$299, $100-$700/mo
- Hilltop Financial AdvisorsMilwaukee$250/hr, $2,000-$4,000
- Korbitz Financial Planning LLCMilwaukee$460/hr
- Milborn Advisors, LTDMilwaukee$1,000-$10,000
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.