Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for Financial Wellness for Life® (FWL) are based on a percentage of assets under management. The firm charges a flat fee between $3,000 and $5,000 for the Financial Planning Snapshot (FPS) service, depending on the complexity of the client's financial situation. Fees are negotiable based on the type of client, complexity, relationship with the representative, and total assets under management. Fees are paid quarterly, in advance.
Areas of Practice
Advisor Information
Office location
Glendale, AZ
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Lorraine is the President of Excellat Consulting, dedicating minimal time to the business. She is also an insurance agent with Better Insurance Decisions since 2015, which takes up minimal time.