Stoughton, WI Office
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Wealth Planning Advisors LLC
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About
Wealth Planning Advisors LLC is a fee‑only advisory firm that serves individual clients and employer plan sponsors, offering investment management, combined and standalone financial planning, retirement plan consulting, and educational seminars. The firm also provides tax preparation, bookkeeping, and payroll services indirectly through an affiliated accounting business.
The firm delivers integrated planning and portfolio management by developing individualized investment policies and asset allocation targets, managing portfolios primarily with stocks, bonds, mutual funds, and ETFs, and offering socially conscious options when requested. Advice may be given on a discretionary or non‑discretionary basis, with periodic account reviews and an emphasis on long‑term allocation and tax efficiency informed by Modern Portfolio Theory.
Noteworthy elements disclosed in the brochure include the firm’s relationship with an affiliated accounting entity (Preece Accounting Services LLC) that provides tax and bookkeeping services and from which the firm’s principal receives compensation, a potential conflict the firm discloses and says it mitigates. The firm also conducts public and organizational educational seminars—an offering that is less common among peers—and discloses the principal’s substantial outside accounting responsibilities during tax season as an operational consideration for clients.
Based on Wealth Planning Advisors LLC
Expertise
Based on Wealth Planning Advisors LLC
Location
Stoughton WI
Advisors at this office
2
Advisors at this office
Joseph H
Series 65
Stoughton, WI
Wealth Planning Advisors LLC
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 P
CFP®, Series 63, Series 65
Stoughton, WI
Wealth Planning Advisors LLC
Austin Preece is a CFP® professional with seven years of experience in financial advising. He is currently with Wealth Planning Advisors LLC and has previously worked at CliftonLarsonAllen Wealth Advisors, PFS Investments Inc., and Primerica Life Insurance. Outside of his advisory work, he is also a bartender at Helix Wine, Craft Bar & Cafe in Altoona, WI. Wealth Planning Advisors LLC is a fee-only firm serving individual clients and employer plan sponsors, providing integrated financial planning, investment management, and retirement plan consulting. The firm offers portfolios primarily focused on stocks, bonds, mutual funds, and ETFs, including socially conscious options upon request, and supports clients with additional services such as tax preparation and educational seminars through an affiliated accounting business.
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