JV
JV

Jasper Dominic Vaccaro

17 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingDivorce PlanningInsurance PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
234 clients
Average Client Portfolio
$982K average
Assets Under Management
$229.9M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

2921 Landmark Place, Ste 501, Madison, WI, 53713

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History

Regulatory History (1)
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Judgment / Lien
June 1999
Other Business Activities

Jasper and his spouse own a condo used for short-term rentals through Airbnb and VRBO.

Employment History
Current Registrations
Atlatl Advisers
February 2024 - Present · 2 yrs
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Jasper Dominic Vaccaro - Financial Advisor | TrueAdvisor