Overview
- Headquarters
- Onalaska, WI
- Total Firm Assets
- $176 million
- Average High-Net-Worth Client Portfolio Size
- $2.4 million
Fee Disclosure
Source: ADV PART 2A - FIDUCIARY FINANCIAL PLANNING NETWORK (2026-04-01)
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Latest filing: ADV PART 2B- GIBSON (2026-04-01)
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Latest filing: ADV PART 2B- LINDE (2026-04-01)
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Latest filing: ADV PART 2B - MCCALL (2026-04-01)
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Latest filing: ADV PART 2B- SWARTZ (2026-04-01)
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Latest filing: ADV PART 2B - WIEGREFE (2026-04-01)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | $1,000,000 | 1.00% |
| $1,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $32,500 | 0.65% |
| $10 million | $57,500 | 0.58% |
| $50 million | $257,500 | 0.52% |
| $100 million | $507,500 | 0.51% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 55.98%
- Number of High-Net-Worth Clients
- 41
- Total Client Accounts
- 1,147
- Discretionary Accounts
- 1,111
- Non-Discretionary Accounts
- 36
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 313361
- ADV PART 2A - FIDUCIARY FINANCIAL PLANNING NETWORK (2026-04-01) (fee schedule source) · View brochure text
- ADV PART 2B- GIBSON (2026-04-01) · View brochure text
- ADV PART 2B- LINDE (2026-04-01) · View brochure text
- ADV PART 2B - MCCALL (2026-04-01) · View brochure text
- ADV PART 2B- SWARTZ (2026-04-01) · View brochure text
- ADV PART 2B - WIEGREFE (2026-04-01) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗