Rusty Ullery
Rusty Ullery is a registered investment advisor at Edelman Financial Engines, based in Topeka, KS, with 4 years of industry experience. Rusty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
Topeka, KS
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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
Rusty is a W2 employee at Lebo Garage Towing Inc, and a partner at Game Plan Financial, LLC, where he dedicates nearly full-time hours to insurance and financial services. He also helps his father operate a family farm, works as an evaluator and driver at Jim's Garage, performs road service calls for Lebo Garage Towing, works as a part-time crop adjuster for Great American Insurance, and refers clients for medical/supplemental insurance quotes.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 states
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