Lindsay Rhodes is a CFP, PFS-designated registered investment advisor at Allysian Wealth Planning, based in Cullman, AL, with 2 years of industry experience. Lindsay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable. Household accounts may be aggregated for fee calculation. Combined advisory fees will not exceed 2%.
Fee Estimator
Location
219 4th Avenue Se, Cullman, AL, 35055
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 →Employment History
Current Registrations
Allysian Wealth Planning
Previous Registrations
Halcyon Professional Advisors
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
- Michael Waters, PFSHalcyon Professional Advisors
- Donald Warnke, ChFCHornor, Townsend & Kent, LLC
- Katie Brown, CFP, ChFCEdward Jones
- Jonathan Dvorak, CFPUptick Partners, LLC