# Fiduciary Financial Planning Network

> Fiduciary Financial Planning Network is an SEC-registered investment advisory firm in Onalaska, WI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 313361
- Filed as: FIDUCIARY FINANCIAL PLANNING NETWORK
- Legal name: LA Crosse Financial Planning Inc.
- Also doing business as: EAGLE FINANCIAL PLANNING, FIDUCIARY FINANCIAL PLANNING NETWORK, LA CROSSE FINANCIAL PLANNING, RETIREMENTORSHIP, XY FINANCIAL PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Onalaska, WI
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313361
- AdvisorCensus page: https://advisorcensus.com/firm/fiduciary-financial-planning-network-onalaska-wi-313361

## Quick answers

**How is Fiduciary Financial Planning Network compensated?**
On its Form ADV (Item 5.E, October 2026), Fiduciary Financial Planning Network reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Fiduciary Financial Planning Network located?**
Fiduciary Financial Planning Network's principal office is in Onalaska, WI, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Fiduciary Financial Planning Network registered with the SEC or a state?**
Fiduciary Financial Planning Network is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 313361.

**How much does Fiduciary Financial Planning Network manage?**
Fiduciary Financial Planning Network reports $175,656,748 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (93% discretionary).

**What types of clients does Fiduciary Financial Planning Network serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (292); high net worth individuals (41).

**Which custodians does Fiduciary Financial Planning Network use?**
Fiduciary Financial Planning Network's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Fiduciary Financial Planning Network report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313361

**What changed in Fiduciary Financial Planning Network's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 4 to 5. Added an office in Suite 110d, ID.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $175,656,748
- Discretionary: $163,435,889
- Non-discretionary: $12,220,859

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 292 | $77,329,125 |
| High net worth individuals | 41 | $98,327,623 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, ID, MN, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Suite 110d, ID

### Websites listed on Form ADV (Item 1.I)
- fiduciaryfinancialplanning.net
- healthwealthness.com
- lacrossebusinessplanning.com
- lacrossefinancialplanning.com
- planwitheagle.com
- retirementorship.com
- xyfinancialplanning.com
- LinkedIn @laxfp
- LinkedIn @freemanlinde

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 4 to 5.
- Added an office in Suite 110d, ID.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiduciary Financial Planning Network (CRD 313361): Form ADV filing data as of October 2026.