All-In Service

All-In Fee

All Our Services for One Transparent Fee

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All SwartzFP Services are Included on a Sliding-Fee Schedule

LaxFP's Sliding Fee Schedule

Transparent Fiduciary Fee

How many other firms post their fees?

All These Services:

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Tax Planning & Prep
  • Insurance Advice
  • Estate Planning & Documents

One Fee

  • 1.50% on first $500,000
  • 0.50% on next $500,000
  • 0.25% on everything else
Monthly Flat Fee for Assets under $250,000
Fees can be charged to investment accounts for tax advantages and no out-of-pocket costs.

We’ll Prove It

With our Diagnostic Consultation Process, we will prove that we can add value to you worth some multiple of our fee before you pay us a dime.

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Senior Physician

Worth it, or you don’t pay.

It only makes sense to hire us if we can save or make you more money than we cost. Let us show you how.

Some La Crosse Employers will You Pay Money for Financial Planning.

You May Qualify for up to $1,500 Toward Financial Planning

Complete the form to see if You Qualify