RIA Intel›Advisers›Wisconsin›PREPARED FINANCIAL PLANNING LLC

PREPARED FINANCIAL PLANNING LLC

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$1M

across 11 accounts

AUM per adviser

$11M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$11M

Discretionary %

100%

Clients

11

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

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.

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

11 clients

4 high-net-worth

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

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Advisers of similar size in WI

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

CIRCLE R WEALTH LLC

CRIVITZ, WI

$11M

MILLER, RANDALL LEE

$11M

DENNY, BARRY T.

$11M

DISCIPLINED FINANCIAL SERVICES, INC.

$11M

KOLASH WEALTH STRATEGIES, LLC

APPLETON, WI

$11M

FREEDOM INVESTORS CORP.

BROOKFIELD, WI

$12M

-79.5% 1Y

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