Emily Wetter is a CFP-designated registered investment advisor at Lotv Planning & Consulting, based in Avoca, MI, with 5 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
LOTV Planning & Consulting offers ongoing financial planning services for a fixed monthly fee, ranging from $20 to $2,500. This includes working with a planner to design, monitor, and update your plan. The planner will proactively schedule periodic reviews to address your financial life, covering topics like cash flow, risk management, employee benefits, retirement, tax planning, and education planning.
LOTV Planning & Consulting offers one-time financial planning services for a fixed fee up to $5,000, or hourly services up to $350/hour. The fee is determined on a case-by-case basis, depending on the complexity of the situation and the client's needs.
Location
Avoca, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lotv Planning & Consulting
Previous Registrations
Mosaic Planners and Advisors
Schwallier Wealth Management
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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