Miriam Whiteley is a CFP-designated registered investment advisor at Lifecraft Financial Planning, LLC, based in Eugene, OR, with 9 years of industry experience. Miriam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 2 more. Their firm serves 25 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeCraft Financial Planning's Open Retainer engagement includes investment management. The fee for this service is either a flat annual amount (between $6,000 and $36,000) or an asset-based fee ranging from 0.75% to 1.50% of the value of your investments. The specific fee is negotiable based on your income, assets, and the complexity of your financial situation. Fees are billed quarterly in advance.
Contact
Miriam Whiteley
Location
4325 Commerce Street Suite 111-411, Eugene, OR, 97504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lifecraft Financial Planning, LLC
Previous Registrations
Roehl & Yi Investment Advisors, LLC
State Registrations1 state
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