RIA Intel›Advisers›Wisconsin›A TO Z FINANCIAL PLANNING LLC

A TO Z FINANCIAL PLANNING LLC

Advisory

OAK CREEK, WI

Data as of Jan 16, 2026 · Source: SEC Form ADV

Rank in WI

#320

of 354 advisers by AUM

Average account

$134K

across 371 accounts

AUM per adviser

$25M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients183

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

183 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

CORNERSTONE FINANCIAL CONSULTING, LLC

$51M

THE KEYSTONE GROUP LLC

$51M

BEHL WEALTH MANAGEMENT, LLC

$48M

APEX FIDUCIARY ADVISORS LLC

$48M

BULTMAN INVESTMENT MANAGEMENT, INC.

$52M

STOCKBRIDGE PRIVATE WEALTH MANAGEMENT, LLC

$52M

Get the full picture on A TO Z FINANCIAL PLANNING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track A TO Z FINANCIAL PLANNING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans