Julia Lilly is a CFP-designated registered investment advisor at Ryerson Financial, LLC, based in Houston, TX, with 4 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered at a fixed fee ranging from $3,600 to $10,000, depending on the complexity and scope of the engagement.
- Hourly rate is $250 per hour, billed in 10-minute increments.
Contact
Julia Lilly
Location
Houston, TX
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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.
Learn about disclosures →Employment History
Current Registrations
Ryerson Financial, LLC
Previous Registrations
Hightower Advisors, LLC
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.
Exams
Additional Information
Julia is a Certified Financial Planner ® who is passionate about providing unbiased, holistic financial planning to her clients.