Jason Hallonquist is a CFP-designated registered investment advisor at Ais Planning, based in St. Cloud, MN, with 24 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 561 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum fee is 1.00% per year and is negotiable based on account size, complexity, and services required. Subject to a minimum annual fee of $2,500.
Fee Estimator
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.
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 Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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