Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are negotiable, ranging from $500 to $25,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial planning support ranges from $25 to $300 per month or $75 to $900 per quarter for individuals, and $25 to $2,000 per month or $75 to $6,000 per quarter for businesses.
Areas of Practice
Advisor Information
Office location
N16W23217 Stone Ridge Drive, Ste 120, Waukesha, WI, 53188
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
Allison is an insurance agent since August 2023, selling life, health, annuities, and accident insurance, dedicating full-time hours during trading hours. She also participates in Mutual of Omaha Mortgage Lead Incentive Program, spending minimal time, and works as a financial advisor for Thrive Financial, LLC, dedicating a few hours per week.