Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
The firm charges a financial planning fee determined by the expected time and complexity of the client's situation, starting at 0.5% of net worth with a minimum fee of $750. The planner has discretion to adjust the fee based on the planning relationship, complexity, expected benefit, time requirements, and level of service. Clients may retain planning services annually for a retainer fee. Additional services may be performed for an additional fee or through financial products that generate compensation for the advisor.
Areas of Practice
Advisor Information
Office location
310 E. Court St., Washington Court House, OH, 43160
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
Jeremy is an advisory representative of two RIAs, Creative Financial Solutions LLC and CIRA, and an independent insurance agent for Kelley Financial LLC. He also serves as a trustee for Steven and Rochelle Rawlins, dedicating minimal time to these roles.