Leanne Raskob is a CFP-designated registered investment advisor at Von Haefen Financial Management, based in Chicago, IL, with 1 years of industry experience. Leanne 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.
Compensation
Firm Size
IM Fee
Fee Structure
Von Haefen Financial Management charges an annual retainer fee for ongoing, comprehensive financial planning and tax preparation services.
- Initial year fees typically range from $5,000 to $50,000 depending on the complexity of your situation.
- Renewal year fees typically range from $2,200 to $50,000.
For this fee, clients receive regularly scheduled meetings, tax planning and preparation, investment reviews, portfolio rebalancing recommendations, and unlimited phone, email, and face-to-face consultations.
- Financial Review — $1,250 to $3,500 depending on complexity, providing a meeting of up to two hours to review up to three selected financial topics, with the option to include tax preparation for the current tax year.
Location
Chicago, IL
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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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Current Registrations
Von Haefen Financial Management
State Registrations4 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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