Susan Peck is a CFP-designated registered investment advisor at Evolution Financial LLC, based in Madison, WI, with 11 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 76 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.40% |
Minimum annual fee is $5,000 ($1,250 per quarter). Fees may be waived or reduced based on certain criteria. There is no maximum fee.
Fee Estimator
Contact
Susan Peck
Location
2701 International Lane, Suite 203, Madison, WI, 53704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Evolution Financial LLC
Previous Registrations
Sva Plumb Wealth Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I founded Evolution Financial to provide fee-only comprehensive financial planning and investment management for people of all backgrounds who aspire to live their best lives now and in the future.