Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges $225 per hour for financial planning and investment advice, billed in 15-minute increments. Portfolio Analysis takes 3-5.5 hours, Retirement Income Projection takes 4-5 hours, and Retirement Income Analysis takes 7-9 hours. Personal Investment Accounts have a combined platform and advisory fee of 0.35% annually, charged quarterly. WEA TSA Trust participants may be eligible for subsidies. Active WEAC and WEAC-R union members may be eligible for a 10% discount. Fees are non-negotiable.
Areas of Practice
Advisor Information
Office location
660 John Nolen Drive, Madison, WI, 53713
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 Activities
Anna is a notary in Madison, Wisconsin, spending minimal time per month on this activity. She also works as a financial planner for WEA Member Benefits and WEA Financial Advisor, dedicating nearly full-time hours to assisting members with retirement planning and program questions. Finally, Anna mentors individuals studying for the CFP exam, spending minimal time on this activity.