Allison Szkody
Allison Szkody is a CFP-designated registered investment advisor at Gudorf Financial Group, LLC, based in Dayton, OH, with 5 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
8145 North Main Street, Dayton, OH, 45415
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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 →Other Business ActivitiesSells Insurance
Allison is an advisory representative of a Registered Investment Advisor (RIA) and works as a W2 employee for Gudorf Financial Group, LLC. She also provides consulting and aid for Wealth Counselors, LLC and assists and consults for Gudorf Law, LLC; these activities take a few hours per week each, while her work at Gudorf Financial Group is nearly full-time.
Employment History
Current Registrations
Gudorf Financial Group, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
State Registrations2 states
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.