CRD: 330359
Entirement Financial Planning LLC
$18.0M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex ยท Betterment
- Clients
- Retail
- Platforms
- Prime optimaPrime +more
- Established Date
- 05-07-2024
- Office Locations
- 1
Office Locations
-- Watertown WI
About Entirement Financial Planning LLC
Entirement Financial Planning is a Wisconsin-based fiduciary firm focused on couples about 10 years from retirement. It provides holistic financial planning alongside personalized investment planning and tax advice, using a structured onboarding process. The firm is led by Marie McFarland, CFP , EA, with a decade of financial planning experience serving individuals, families, and businesses.
Team overview
-- AVG AGE
$18.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Unlock to see real insight on timber peak.
Upgrade to reveal position-level detail across focus momentum.
Upgrade to reveal position-level detail across meridian fusion.
See the complete signal summary connected to prime unison.
Unlock to compare peer behavior around unison catalyst.
Open the full profile to inspect shifts in ember momentum.
Upgrade to reveal position-level detail across focus bridge.
Open the full profile to inspect shifts in glacier momentum.
Asset Classes
Pioneer ember Summit
CRM
Glacier
Custodian
Eagle catalyst
Investment Themes
Matrix Peak alpha Vertex wave Signal Momentum frontier
Investment Vehicles
Ridge
Services
Beacon Vertex prime Fusion summit Insight Vector Foundation signal
Technology
North summit Glacier Crest Horizon meridian
Owner & Executives
M
MARIE ANN NICHOLE SCHUETT
Chief Compliance Officer
- CRD
- #6457257
- Ownership
- 75% or more
(831) 208-8733
alpha.wave@northcapital.com
in linkedin.com/in/catalyst-unison
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,987,141 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,987,141 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $17,987,141
Public Funds:
48.7% Cash:
51.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $647,212,064 | 48.7% |
| Cash | $681,765,481 | 51.3% |
| Total | $1,328,977,545 | 100.0% |