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Preece Financial Planning, LLC

For most of the people I work with, we have a subscription agreement for ongoing planning (priced at 0.50% of net worth with a minimum of $50/month). For people who aren't looking for an ongoing relationship and just want a review, isolated reviews (i.e. just investments or just life insurance) start at $500, while holistic plans and projections start at $3,000. I also prepare taxes starting at $200 and increasing with additional schedules. I gather tax returns with every engagement to ensure coordination between your tax situation and other planning we're doing.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Austin Preece, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

505 Ripley Avenue Eau Claire, WI 54701 Phone: (715) 410-1103

Primary Office

505 Ripley Avenue Eau Claire, WI 54701 Phone: (715) 410-1103
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