Penny Wasem
Penny Wasem is a CFP-designated registered investment advisor at Lifetime Financial Planning Solutions, LLC, based in Lancaster, OH, with 22 years of industry experience. Penny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Tax Planning. Their firm serves 5 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Lifetime Financial Planning Solutions, LLC charges $200/hour for financial planning services. Flat fee estimates are typically provided before beginning an engagement based on this rate. Final invoices are presented upon completion of the written plan.
Location
109 East Main St., Suite 328, Lancaster, OH, 43130
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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.
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Penny is a financial officer for Fairfield County Foundation, a nonprofit organization, since 2003. This activity, which is not directly investment-related, takes about half of Penny's time.
Employment History
Current Registrations
Lifetime Financial Planning Solutions, LLC
Previous Registrations
Penny L Wasem, CPA, CFP
State Registrations1 state
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.