Precision Capital Planning LLC
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About
Precision Capital Planning LLC provides fee-only financial planning and non-discretionary portfolio advisory services to individuals, high-net-worth individuals, families, and small business owners. The firm offers standalone comprehensive financial plans, ongoing subscription/retainer advisory services, and non-discretionary portfolio review and advisory management.
The firm describes a data-driven, structured planning process that uses an eight-part diagnostic framework, multi-axis suitability scoring, and long-term passive asset allocation using low-cost ETFs, with emphasis on asset location and tax-aligned strategies. Advisors act in a non-discretionary capacity, delivering analytical rebalancing recommendations and requiring client authorization before executing trades while providing periodic monitoring under subscription tiers.
Distinctive features include the use of fixed, one-time flat planning fees alongside retainer and asset-based advisory options, the explicit avoidance of performance-based fees and private fund management, and a formalized diagnostic toolset for modeling liquidity, retirement paths, and tax strategies. The firm is newly organized, reports no regulatory AUM at filing, and is operated by a sole founding member who maintains full-time employment outside the advisory business, which the brochure identifies as a structural guardrail to limit conflicts of interest.
Client services
Expertise
Demographic focus
Fee options
One-time flat fee from $1,000 to $3,000 for comprehensive financial planning.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001+: 0.75%
Ongoing subscription/retainer fees: $100/month (Foundational tier) and $300/month (Comprehensive tier).
Fee-only: Comprehensive financial planning flat fee ranging from $1,000 to $3,000 (one-time); ongoing subscription fees at $100/month (Foundational) and $300/month (Comprehensive) retainer models.
Main office
Oregon WI
Advisors at this office
1
Most active in
Wisconsin
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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