MO
MO

Michelle Williams Onaka

1 Year of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInsurance PlanningEstate Planning
Compensation
Fixed/Hourly
Firm Size
23 advisors
Number of Clients
36 clients
Average Client Portfolio
Not specified

Fee Structure

Ongoing Financial Planning Services are offered for a flat fee ranging from $100 to $3,000 per quarter. Fees are negotiable.

The Plan Services are rendered for a flat fee that is generally less than $10,000.

Annual Retainer:$400 - $12,000/year
One-Time Plan:Up to $10,000
Hourly Rate:Up to $500/hr
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Location

262 NW Polk Ave, Corvallis, OR, 97330

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michelle is the founder of Intentional Money Life, a private residence in Corvallis, OR, offering financial education and money coaching. This activity, which is not investment-related, takes about 10-20% of Michelle's time.

Employment History
Current Registrations
Nectarine
April 2024 - Present · 1 yr 10 mos
Clarity Wealth Development, LLC
January 2024 - Present · 2 yrs 1 mo
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.