Rebecca Incledon is a CFP-designated registered investment advisor at Her Personal Finance, based in Chicago, IL, with 2 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Her Personal Finance charges an annual subscription fee ranging from $3,000 to $7,500 per year for ongoing planning support, billed in monthly installments of $250 to $625 (or quarterly installments of $750 to $1,875). There is also an initiation fee ranging from $0 to $10,000 for data gathering, client setup, and initial plan development.
- Hourly financial planning or consulting — $0 to $600 per hour for project-based engagements or a-la-carte advice
- Retirement plan assessment — $400 to $600 per hour for evaluating retirement plan options and benchmarks
Location
Chicago, IL
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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 →Employment History
Current Registrations
Her Personal Finance
Previous Registrations
Cultivating Wealth
State Registrations4 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.
Exams
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