Pamela Bergeson
Pamela Bergeson is a CFP-designated registered investment advisor at Tailwind Financial Planning LLC, based in Madeira Beach, FL, with 5 years of industry experience. Pamela 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. Their firm serves 6 clients with $3.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tailwind Financial Planning manages investments at no additional cost for clients who also use their ongoing financial planning services. The investment management fee is included in the ongoing financial planning fee.
Location
Madeira Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tailwind Financial Planning LLC
State Registrations3 states
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