Carl Martin Fellhauer

The Ameriflex Group

44 Years of Experience

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Firm Information

The Ameriflex Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

167 advisors

Number of Clients

16,688 clients

Average Client Portfolio

$561K average

Assets Under Management

$9.4B

Fee Structure

Financial Plan Fee:$500 - $10,000

Hourly Rate:$50 - $300/hr

Fees are negotiable and vary depending on the service. For CMAP accounts, fees are based on a percentage of assets. Advisor Managed Portfolios have a single 'wrap' fee covering advisory services and transactions, plus an AssetMark platform fee. CAAP and UMA portfolios also use wrap fees. Third Party Money Manager Selection services have fees ranging from 0.25% to 1.25% annually, plus TPMM fees. Financial planning fees range from $500 to $10,000 (fixed) or $50 to $300 per hour.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingRetirement Planning

Advisor Information

Office location

1525 N. Newport Rd, Colorado Springs, CO, 80916

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2012

Denied

Customer Dispute

November 2001

Closed-No Action

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Other Business ActivitiesSells Insurance

Carl operates as a financial advisor and owner of Trusted Financial Advisors, offering fixed insurance, group health, and financial services since 1998. This activity takes nearly all of Carl's time.