Ashley Dixon is a CFP-designated registered investment advisor at My Money Person, based in Wiesbaden, with 6 years of industry experience. Ashley 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
My Money Person LLC offers ongoing comprehensive financial planning for a monthly or quarterly fee based on 2% of your annual household gross income. This includes developing and implementing a financial plan, monitoring it, recommending changes, and ensuring it's up to date. The first month of limited scope ongoing financial planning is $100 and includes a 30 minute goal setting meeting. The on-going fee is $50 a month for access to the application and optional monthly 15 minute check-ins. This service is limited to cash flow and debt management scope of financial planning.
My Money Person LLC offers project-based financial planning for a fixed fee between $300 and $900, depending on the complexity and needs of the client. The fee is negotiable.
Location
Wiesbaden
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
My Money Person
Previous Registrations
Gen Y Planning
State Registrations1 state
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