Fee-only adviser · Madison, WI
Enrich Financial Partners LLC
Enrich Financial Partners LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Madison, Wisconsin. On its latest Form ADV, filed October 15, 2026, it reports $557M in regulatory assets under management, 425 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 111234 · SEC file 801-96219 |
| Office | 6502 Grand Teton Plaza, Suite 201 Madison, WI 53719 |
| Phone | (608) 275-3442 |
| Website | www.enrichpartners.com |
| Regulatory assets under management | $557M ($557M discretionary) |
| Individual clients | 137 non-high-net-worth, 288 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 15, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Madison
- Madison Partners $1.3B
- Resonant Capital Advisors, LLC $3.0B
- Isthmus Partners, LLC $1.4B
- T. Anton Investment House, Inc. $367M
- Atlatl Advisers $393M
- Calculated Wealth $201M
See all 23 fee-only advisers in Madison →
Nearby
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Enrich Financial Partners LLC? Update this listing.