The fee for a financial plan ranges from $750 to $2,500 and is negotiable. Hourly planning services range from $250 to $350 per hour.
11980 Portland Ave S, Burnsville, MN, 55337
Get directionsNo 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 →Luann provides investment advisory services through Gallagher Fiduciary Advisors, dedicating about a third of her time. She also works full-time as an investment advisor representative for Kusske Financial, Inc. Finally, Luann works as a notary, spending minimal time on this activity.