Fiduciary Financial Planning Network: new SEC registration, $176M AUM, Onalaska, WI
Fiduciary Financial Planning Network (Onalaska, Wisconsin): new SEC registration, $176M AUM, Onalaska, WI. Its amount of 176 is above the median of 134 (63rd percentile). Dated 222 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 176 · 63th percentile of 1,149 NewRiaPulse records · 1.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 17 related WI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Fiduciary Financial Planning Network |
| Legal name | La Crosse Financial Planning INC. |
| CRD | 313361 |
| Status | Approved |
| Registered with the SEC | 2026-03-27 |
| Latest Form ADV filing | 2026-04-01 |
| Location | Onalaska, WI, United States |
| Regulatory AUM | $175,656,748 |
| Accounts | 1147 |
| Employees | 5 |
| Website | https://www.linkedin.com/company/laxfp/ |
| amount percentile | 63th of 1,149 (median 134, 1.3x median) |
| Peer records CSV (18 WI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (WI first): Sentinel Advisory Group, LLC · Paladin Partners · Sycamore Investment Consulting Services, LLC · Cmg Wealth Advisors LLC · Central Wealth Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Fiduciary Financial Planning Network and 18 Wisconsin peers
- Wisconsin NewRiaPulse records like this one: 18
- Fiduciary Financial Planning Network's amount: 63rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Wisconsin peer: $3,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $176M under management.
- Website on file.
What is the NewRiaPulse record for Fiduciary Financial Planning Network in Onalaska, Wisconsin?
Fiduciary Financial Planning Network received SEC registration as an investment adviser (2026-03-27) with $175,656,748 in regulatory assets under management, based in Onalaska, WI.
How does Fiduciary Financial Planning Network compare to other Wisconsin NewRiaPulse records?
Its amount of 176 sits in the upper half (63th percentile) of 1,149 records; the median is 134. It is 222 days old; check the official source for later updates before acting.
Fiduciary Financial Planning Network vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Fiduciary Financial Planning Network | Onalaska, WI | 176 | 63rd | 2026-03-27 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Wisconsin NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.