Susan Tillery is a PFS-designated registered investment advisor at Paraklete Financial, INC., based in Kennesaw, GA, with 22 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Simple financial plan - up to $25,000, involving approximately 40 hours of work and multiple meetings with the client and their other service providers.
- Intermediate complexity financial plan (virtual unbundled multi-family office) - $96,000, including four personal financial plans, one business plan, selection of outside advisors, creation of a family social media policy, and five unique websites, encompassing approximately 160 hours of time.
- Most complex financial plan (virtual unbundled single-family office) - $174,000, including five personal financial plans, one business plan and creation of the single-family office, selection of outside advisors, creation of a family social media policy, and six unique websites, encompassing approximately 290 hours of time.
Location
Kennesaw, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is the President of Financial Planning Advocate, LLC, an educational services and consulting firm, since 2009. She writes textbooks, speaks publicly, and provides continuing education, dedicating about a quarter of her time to this, with about 10-20% of her time during trading hours.
Employment History
Current Registrations
Paraklete Financial, INC.
Previous Registrations
Harris Mycfo Investment Advisory Services LLC
Blue Ronald & CO LLC
State Registrations6 states
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