Financial Planning Center
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Planning Center provides investment advisory and supervisory services to individuals, trusts, estates, charitable organizations, businesses, pension plans and other advisers, managing roughly $11.5 million in client assets. The firm manages accounts on a non-discretionary basis and works with a small client base while clients select and authorize custodians for their accounts.
The firm follows a total‑return, diversified asset‑allocation approach that combines fundamental and technical analysis and emphasizes income-producing securities and option strategies. Typical holdings include exchange-traded funds, mutual funds, U.S. stocks, foreign ADRs, master limited partnerships and option contracts, and the firm generally avoids individual bonds except when requested by a client.
Notable distinctions versus many peers include its predominant use of non‑discretionary management and the routine incorporation of covered call writing and cash‑secured puts as part of its income/growth strategy. The firm’s owner supervises all operations, it does not accept custody or vote proxies for clients, and it conducts account reviews at least quarterly with additional written reports provided upon request.
Client services
Expertise
Fee options
$0 - $499,999.99: 1.10% $500,000 - $999,999.99: 0.90% $1,000,000 - $2,499,999.99: 0.70% $2,500,000 - $4,999,999.99: 0.60% $5,000,000+: 0.50%
Fee-only: Advisory fees charged quarterly in arrears based on tiered percentage of assets under management; fees generally negotiable.
Main office
Sheboygan WI
Advisors at this office
1
Most active in
Wisconsin
Also doing business as
Financial Planning Center · Miller, Randall Lee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)