Jill Gianola is a CFP-designated registered investment advisor at Gianola Financial Planning, LLC, based in Springfield, OH, with 21 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Gianola Financial Planning offers a Full Retainer engagement for ongoing comprehensive financial planning, with fees calculated based on your income, assets, complexity, and anticipated time. The minimum initial fee for full retainer clients is $3,500. Services include:
- Goal setting, budgeting, and cash flow management
- Retirement planning and income management
- Portfolio analysis, specific investment advice, and implementation
- Tax planning and tax preparation
- Insurance and benefit analysis
- Estate planning review and charitable giving
- Twice-a-year portfolio and net worth reviews
- Unlimited phone and email support between meetings
- Financial Jump Start — $1,500 for a one-time, two-and-a-half-hour review focusing on two to three specific planning topics, including 30 days of follow-up phone or email support.
- Special Financial Planning Projects — $1,000 to $2,500 for special projects such as implementing recommendations from a Financial Jump Start.
Location
1115 N. Limestone Street, Springfield, OH, 45503
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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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Jill is the author of "The Young Couple's Guide to Growing Rich Together" and co-author of "Single Women and Money: How to Live Well on Your Income." She also occasionally presents financial planning seminars and workshops for compensation.
Employment History
Current Registrations
Gianola Financial Planning, LLC
State Registrations2 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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