Fiona Waller is a registered investment advisor at Childfree Wealth, based in Lake Forest, IL, with 1 years of industry experience. Fiona 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, Investment Management, and 2 more. Their firm serves 10 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Childfree Wealth's comprehensive financial planning and investment management service costs $10,000 - $15,000 per year, paid quarterly in advance. This fee includes financial planning software and regular meetings with a Childfree Wealth Specialist. The fee is negotiable. This service may be terminated with 30 days notice.
Location
Lake Forest, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Childfree Wealth
State Registrations1 state
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