Jason Hallonquist is a CFP-designated registered investment advisor at Ais Planning, based in St. Cloud, MN, with 23 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 535 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AIS Planning manages investments through a sub-advisor. The maximum investment management fee is 1.00% per year, charged quarterly or monthly, and is negotiable. The fee for accounts custodied at American Funds will be calculated based on the average daily balance of the account.
Location
622 Roosevelt Road, Suite 160, St. Cloud, MN, 56301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is an advisor and 10% owner of AIS Planning since 2001, dedicating full-time hours to financial planning. He also serves on the board of Anne Marie's Alliance, Westwood Community Church, Rotary Club of St. Cloud, CentraCare Health Foundation, and St. Cloud Chamber of Commerce, spending a few hours per week on these activities.
Employment History
Current Registrations
Ais Planning
Previous Registrations
Ais Planning
State Registrations4 states
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