Alisha Reilly
Alisha Reilly is a CFP-designated registered investment advisor at Ascentis Wealth Management, LLC, based in Dallas, TX, with 12 years of industry experience. Alisha 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 5 more. Their firm serves 259 clients with $600M 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 | 2.00% |
Fees are up to 2.00% annually and are negotiable based on factors such as account size, composition, and future earning capacity.
Fee Estimator
Location
5001 Spring Valley Rd, Suite 810W, Dallas, TX, 75244
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
Alisha is a licensed insurance agent since 2011, which is related to her investment advisor role. She is also a financial planner and spends a few hours per week on pro bono activities.
Employment History
Current Registrations
Ascentis Wealth Management, LLC
Previous Registrations
Org Partners
Lgt Financial Advisors LLC
Lido Advisors, LLC
Lido Advisors
Lgt Financial Advisors LLC
Investment Security CorporationBroker
Girard Securities, INC.Broker
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
More Advisors
- Niko Puritz, CFPAscentis Wealth Management, LLC
- Michael Mansur, CFPAscentis Wealth Management, LLC
- Jules Jouvenat, CFPHightower Advisors, LLC
- Tracey Gledhill, CFP
- Gregory Bone, CFACorient
- James Carroll, CFPBlack Swan Management Group, INC.