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Prepared Financial Planning

Prepared Financial Planning. CRD 327522

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CRD: 327522

Prepared Financial Planning

Milwaukee, WI
2622277139
www.preparedfp.com
$11.2M Total AUM
$11.2M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · State Street · US Bank
Clients
Retail
Platforms
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Established Date
07-24-2023
Office Locations
1

Office Locations

-- Milwaukee WI

About Prepared Financial Planning

Prepared Financial Planning is a fee-only, independent fiduciary RIA delivering tax-optimized retirement planning and investment management for retirement-focused couples, physicians, and growing families. Services also include tax planning, estate planning, insurance/risk reviews, and philanthropic gifting. Founder Andrew J. Ish holds CFA, CPA, and CFP credentials and uses a checklist-driven planning process.

Team overview

-- AVG AGE
$11.2M AVG AUM / ADVISOR
$508.7K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Alpha Prime Vector Pioneer

Custodian

Vector horizon Focus summit Element oak Delta Foundation Bridge value Pioneer beacon Summit focus Foundation

Fund Managers

Pathway

Investment Themes

Frontier Momentum timber Pioneer Frontier ridge Peak

Investment Vehicles

Vital

Platform

Harbor element

Services

Summit matrix Beacon focus Bridge Value Bridge north Atlas North Peak Fusion Optima Vector

Technology

Zenith north Harbor quantum Momentum matrix

Owner & Executives

ANDREW JOHN ISH

ANDREW JOHN ISH

Chief Compliance Officer, Financial Planner, FOUNDER, PORTFOLIO MANAGER

CRD
#6546286
Ownership
75% or more
(689) 791-9202
north.glacier@ridgecapital.com
in linkedin.com/in/signal-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $11,190,698 --
Non-Discretionary $0 --
Total $11,190,698 --

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Separately Managed Accounts

Total SMA Asset: $11,190,698

$11.2M Total SMA
Equity - Exchange:
17.2%
Public Funds:
20.1%
U.S. Government/Agency:
9.9%
Corporate - Investment Grade:
7.0%
Municipal Bonds:
11.1%
Private Funds:
22.1%
Sovereign Bonds:
12.6%
Asset class Assets Assets %
Equity - Exchange $1,399,639,950 17.2%
Public Funds $1,635,625,755 20.1%
U.S. Government/Agency $805,606,715 9.9%
Corporate - Investment Grade $569,620,910 7.0%
Municipal Bonds $903,256,014 11.1%
Private Funds $1,798,374,587 22.1%
Sovereign Bonds $1,025,317,637 12.6%
Total $8,137,441,568 100.0%

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