Austin Preece
Austin Preece is a CFP-designated registered investment advisor at Wealth Planning Advisors LLC, based in Stoughton, WI, with 7 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more. Their firm serves 38 clients with $10M 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 $250K | 1.50% |
| $250K - $750K | 1.00% |
| $750K+ | 0.50% |
Fees are negotiable. Clients that had a prior relationship with the adviser at a previous registered investment adviser firm and have become clients of WPA, may be charged a legacy fee that will be equivalent to their previous monthly fee.
Fee Estimator
Contact
Austin Preece
Location
Stoughton, WI
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2023Other Business Activities
Austin works as a bartender at Helix Wine, Craft Bar & Cafe, dedicating approximately 60 hours per month to crafting and serving cocktails. Austin also works as a financial planner for Brooks Larson Wealth Management, spending about 10-20% of his time on investment management.
Employment History
Current Registrations
Wealth Planning Advisors LLC
Previous Registrations
Brooks Larson Wealth Management
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLCBroker
PFS Investments INC.Broker
State Registrations4 states
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.