Family Investment Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Family Investment Planning, LLC provides financial planning, investment consultation, and non‑discretionary investment supervisory services to individuals, trusts, foundations, charities, pension and profit‑sharing plans, and businesses, and also offers occasional educational workshops. The firm reports approximately $10.0 million in client assets managed on a non‑discretionary basis and works under written engagement agreements for planning and consultation assignments.
The firm employs a Core + Satellite approach that combines passive, index‑based core holdings with select active satellite managers and typically prepares an investment policy statement to guide allocations and risk tolerance. Much of the firm’s activity is consultation and broader financial planning (about 60% consultation and 35% non‑securities advice such as budgeting, insurance and estate matters), with only a small portion devoted to continuous portfolio supervision (about 5%), and implementation is generally done on a non‑discretionary basis.
Notable distinctions from many peers include a fee‑only billing model based on hourly or fixed fees rather than percentage‑of‑AUM charges, and the firm does not withdraw advisory fees from client accounts. The brochure also notes the firm serves pension and profit‑sharing plans and maintains a relatively small, concentrated client base with a supervisory account minimum, and it discloses a recent change in insurance licensure (the license was not renewed) while stating it does not receive commissions or other transactional compensation.
Client services
Expertise
Fee options
Fixed fee engagements generally based on anticipated hours times hourly rate; predetermined 'not to exceed' quarterly maximum fee option available
$300 per hour, billed in 15-minute increments
Account minimum: $500,000 minimum for investment supervisory services accounts; no minimum income or asset level required for financial planning or investment consultation services Fee-only: Hourly rate of $300 billed in 15-minute increments; engagements may also be based on fixed fees generally calculated as estimated hours times hourly rate; option for a negotiated quarterly fee cap (e.g., $3,000 per quarter)
Main office
925 Elm Grove Road, Suite 203
Elm Grove WI 53122
Advisors at this office
1
Most active in
Wisconsin
Disclosures
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Real estate agent
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