Judy Mchale is a CFP-designated registered investment advisor at Moneyfull, based in Denver, CO, with 18 years of industry experience. Judy 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, Investment Management, and 2 more. Their firm serves 14 clients with $5.8M 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 | 1.50% |
Maximum annual advisory fee is 1.50%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by Moneyfull and the client. Employees and their family related accounts are charged a reduced fee.
Fee Estimator
Location
Denver, CO
Get directionsHistory
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 ActivitiesSells Insurance
Judy enrolls clients in health insurance plans through her agency, Healthfull, LLC, earning commissions from insurance carriers and dedicating a few hours per week to this activity. Judy also owns residential rental property, spending minimal time on it.
Employment History
Current Registrations
Moneyfull
Previous Registrations
Tiaa-Cref Advice and Planning Services
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.