Clare Fazackerley is a CFP-designated registered investment advisor at 1taxfinancial, based in Cincinnati, OH, with 10 years of industry experience. Clare operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 12 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Investment Analysis & Recommendations - for 401(k)s, 403(b)s, Annuities, Taxable accounts
- Retirement Planning/ Retirement Readiness Evaluation
- Social Security Claiming Recommendation
- **Cash Flow/Personal Money Management/Debt Reduction Plan
- Tax Planning
- Financial Check-up
- College Financing
- Estate Plan Review
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Clare owns and manages Clare Fazackerley CPA LLC, a tax preparation and counseling business, since 2007. She dedicates about half her time to this activity, handling all technical, managerial, administrative, and marketing duties.
Employment History
Current Registrations
1taxfinancial
State Registrations2 states
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