Wednesday Carsillo
Wednesday Carsillo is a registered investment advisor at Vanguard Advisers, INC., based in Scottsdale, AZ, with 17 years of industry experience. Wednesday operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
Location
14321 N. Northsight Boulevard, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2018Other Business Activities
Wednesday is a member/officer of Rover Enterprises LLC, an online veterinary supplier, since 2011. She also works as an associate at H&R Block, filing tax returns, dedicating about 10-20% of her time to this role.
Employment History
Current Registrations
Vanguard Advisers, INC.
Vanguard Marketing Corporation
Vanguard Marketing CorporationBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations3 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.