Wealth Planning Advisors LLC

Brooks Larson is a financial advisor with Wealth Planning Advisors LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has operated his own firm, Brooks Larson, LLC, since 1994 and has been self-employed in financial planning since 1991. Larson is involved in a family estate planning LLC unrelated to real estate transactions. Wealth Planning Advisors LLC is a small, fee-only advisory practice serving individual investors and employer plan sponsors. The firm provides investment management, financial planning, retirement-plan consulting, and educational seminars, with additional tax, bookkeeping, and payroll services offered through an affiliated accounting entity.

Joseph Hoffart is a financial advisor at Wealth Planning Advisors LLC in Stoughton, WI. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Wealth Planning Advisors, he worked at the University of Wisconsin - Eau Claire and in retail and education roles. Wealth Planning Advisors LLC is a small, fee-only advisory practice serving individual investors and employer plan sponsors. The firm offers investment management, financial planning, retirement-plan consulting, and educational seminars, with an affiliated accounting business providing tax, bookkeeping, and payroll services. Their investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing stocks, bonds, mutual funds, and ETFs, including passive and ESG strategies.

Austin Preece is a CFP® with seven years of experience in financial advising, currently affiliated with Wealth Planning Advisors LLC. His prior roles include positions at CliftonLarsonAllen Wealth Advisors, Primerica, and Brooks Larson Wealth Management. Outside of finance, he works as a bartender at Helix Wine, Craft Bar & Cafe in Altoona, WI. Wealth Planning Advisors LLC is a small, fee-only advisory firm serving individual investors and employer plan sponsors. The firm offers investment management, financial planning, retirement-plan consulting, and educational seminars, with an emphasis on asset allocation and Modern Portfolio Theory using a range of investment vehicles including ESG-oriented strategies.