$46.2M Total AUM
$45.3M Disc. AUM
-- 3Y CAGR
3 Employees
115 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Lincoln Financial · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-30-2023
- Office Locations
- 3
Office Locations
131 S Barstow St. Suite 202 EAU Claire WI
-- Oracle AZ
-- Stoughton WI
About Wealth Planning Advisors LLC
Wealth Planning Advisors LLC is a network of independent, fee-only financial planners providing financial planning, wealth management, and ongoing advisory services. The firm focuses on matching individuals seeking trusted guidance with a planner in its network and recruiting planners looking to join.
Team overview
25 AVG AGE
$15.4M AVG AUM / ADVISOR
$401.7K AVG AUM / CLIENT
1.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Austin Michael Preece
Certified Financial Planner, Chief Compliance Officer
- CRD
- #6960151
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Joseph Hoffart
--
- CRD
- #8182795
Available
Available
Available
B
BROOKS BREVICK LARSON
Financial Advisor
- CRD
- #2148509
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,312,022 | -- |
| Non-Discretionary | $887,494 | -- |
| Total | $46,199,516 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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