FW

Fiona Waller

1 Year of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$10.0M

Fee Structure

Financial Plan Fee:$100 - $15,000
Hourly Rate:$250 - $750/hr

The annual fee for comprehensive financial planning and investment management ranges from $10,000 to $15,000, payable monthly or quarterly in advance. Quarterly financial planning is offered for $5,000 annually, payable quarterly in advance. Self-directed financial planning via the Childfree Wealth Academy is $100 monthly. Hourly financial planning ranges from $250 to $750 per hour. Fees are negotiable at the firm's discretion and subject to a 3% inflation rate.

Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningTax PlanningInsurance PlanningInvestment ManagementBusiness OwnersHigh Net Worth
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Advisor Information

Office location

Lake Forest, IL

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Childfree Wealth
August 2024 - Present · 1 yr 5 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.