Amanda Rae Cooney
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $150 to $400 per hour or are fixed, ranging from $100 to $15,000. The exact fee depends on the IAR, scope, and complexity. Asset management services are also offered, with fees varying by IAR and platform. Lower fees for comparable services may be available elsewhere.
Areas of Practice
Advisor Information
Office location
3161 Fernbrook Lane, Plymouth, MN, 55447
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
Amanda is an operations manager at Evergreen Financial Group, dedicating full-time hours to managing the office, marketing, and scheduling seminars. She also works as a shopper for Shipt, dedicating a few hours per week, and sells health and life insurance as an insurance producer, dedicating minimal time to this activity.