CB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
29 advisors
Number of Clients
1,490 clients
Average Client Portfolio
$591K average
Assets Under Management
$880.4M
Fee Structure
Financial Plan Fee:$1,500 - $10,000
Hourly Rate:Up to $350/hr
The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, negotiable and billed quarterly in advance. Financial planning is offered at an hourly rate not exceeding $350 or flat fees ranging from $1,500 to $10,000. Retirement plan consulting is billed hourly (max $250), flat fee ($750-$10,000), or as a percentage of plan assets (max 2.00%).
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching
Loading...
Advisor Information
Office location
13548 Zubrick Road, Roanoke, IN, 46783
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Golden State Equity Partners, LLC
October 2025 - Present · 3 mos
Ascentis Asset Management, LLC
September 2025 - Present · 4 mos
Org Partners
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
Castleview Partners, LLC
December 2017 - March 2021 · 3 yrs 3 mos
TD Ameritrade, INC.
July 2013 - November 2015 · 2 yrs 4 mos
Argentus Advisors, LLC
January 2013 - June 2013 · 5 mos
Summitalliance Advisors, L.L.C.
July 2008 - March 2011 · 2 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.