FW
FW

Fiona Waller

1 Year of Experience
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingTax PlanningInvestment ManagementBusiness OwnersHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$10.0M

Fee Structure

Financial Planning:Included in AUM fee
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Location

Lake Forest, IL

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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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Employment History
Current Registrations
Childfree Wealth
August 2024 - Present · 1 yr 6 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.