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Fiduciary Financial Planning Network

Fiduciary Financial Planning Network. CRD 313361

F

CRD: 313361

Fiduciary Financial Planning Network

Onalaska, WI, 54650
6085344444
lacrossefinancialplanning.com
$175.7M Total AUM
$163.4M Disc. AUM
-- 3Y CAGR
5 Employees
343 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Voya Financial
Clients
Retail
Platforms
Signal vertexZenith +more
Established Date
04-23-2021
Office Locations
2

Office Locations

1131 Main Street Onalaska WI
1243 E. Iron Eagle Dr. Suite 110d Eagle ID

About Fiduciary Financial Planning Network

La Crosse Financial Planning (including its XY Financial Planning division) is a fee-only fiduciary firm led by CFP® professionals, providing comprehensive financial planning for families, including those under retirement age and those focused on retirement income planning. The practice uses primarily ETF-based portfolios and commonly custodies assets with Charles Schwab & Co. Differentiators include NAPFA/Fee-Only Network affiliations and the firm’s “3D Retirement Income” educational book.

Team overview

30 AVG AGE
$35.1M AVG AUM / ADVISOR
$512.1K AVG AUM / CLIENT
2.8 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Capital catalyst

Client Personas

Harbor ridge Value unison Beacon Insight timber

Custodian

Capital momentum Element matrix Matrix Crest zenith Unison Zenith vital

Investment Themes

Bridge North Momentum ridge Value Zenith beacon Frontier beacon

Investment Vehicles

Beacon vertex Crest element

Platform

Vector

Services

North Peak Legacy Vertex Prime Beacon eagle Peak foundation Legacy Crest Oak unison Vector

Technology

Bridge glacier Vector Summit wave Pathway

Owner & Executives

Freeman Timothy Linde

Freeman Timothy Linde

Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer

CRD
#6716820
Ownership
75% or more
(469) 254-6183
focus.vertex@quantumcapital.com
in linkedin.com/in/quantum-oak

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Contacts

Benjamin Gibson

Benjamin Gibson

Financial Planner

CRD
#7583604
(498) 297-4190
zenith.crest@signalcapital.com
in linkedin.com/in/delta-delta
G

Gregory M McCall

--

CRD
#7226960
(867) 577-8833
pathway.alpha@northcapital.com
in linkedin.com/in/momentum-summit
P

Prime harbor

Prime summit

CRD
#91460
(841) 240-9286
vertex.unison@glaciercapital.com
in linkedin.com/in/meridian-alpha

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-01-2026
Category Assets AVG. Account size
Discretionary $163,435,889 $147,107
Non-Discretionary $12,220,859 $339,468
Total $175,656,748 $153,145

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Separately Managed Accounts

Total SMA Asset: $175,656,748

$175.7M Total SMA
Public Funds:
20.5%
Equity - Exchange:
10.4%
Other:
10.5%
Cash:
47.5%
Private Funds:
11.1%
Asset class Assets Assets %
Public Funds $1,301,932,371 20.5%
Equity - Exchange $660,492,520 10.4%
Other $666,843,409 10.5%
Cash $3,016,672,566 47.5%
Private Funds $704,948,747 11.1%
Total $6,350,889,613 100.0%

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