Alan Caldwell is a CFP-designated registered investment advisor at On Track to Retire LLC, based in Livonia, MI, with 6 years of industry experience. Alan 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, High Net Worth, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
On Track to Retire LLC offers financial plans for a fixed fee between $650 and $1,200, depending on the complexity and time required. The hourly rate is $120 per hour. Financial plans may include investment, life insurance, tax, retirement, college, and debt/credit planning.
Location
Livonia, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
On Track to Retire LLC
Previous Registrations
Origin Financial
State Registrations3 states
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