wiseradvisor


The AdvisoryOne Group

Tel: 312-819-2408
Pismo Beach
Pismo Beach, CA 93449
The AdvisoryOne Group | Financial Advisor in Pismo Beach ,CA

Built On Service


About The AdvisoryOne Group

The AdvisoryOne Group is an experienced financial planning organization focused on goal pursuit through concierge services for an engaged clientele. We accomplish our vision by remaining true to our values. We strive to make the ideal real, while recognizing the certainty of change in the lifetimes of our clients, ourselves, and our firm.

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General Information

Firm Start Year:   2014
No.of Employees:   10-19
Name of Broker/Dealer:   LPL Financial
Number of Years with Current Firm:   6
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Insurance Products & Annuities, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning

Services

Investment Types:   Stocks, Mutual Funds, Bonds, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Our Offices, Your Office, Video Conference, Via Phone

Firm Information

Firm's Number of Clients:   300+
Firm's Number of Planning Clients:   60+
Firm's Number of Managed Clients:   300+
Assets Managed by Firm:   $450,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $10,000
Compensation Methods:   Flat Fee, Commissions, Based on Assets
Fee % Based on Assets:   0.65-1.25%
Hourly Rate:   $99-$10k+
Additional Details on Charges:   We charge an annual flat fee for advice. This can be charged monthly or annually and cost as low as $99/mo or up to $10,000+ per year depending on complexity. In addition we charge a blanket fee for our asset management services ranging from 0.65%-1.25% depending on the number of assets under our management.
Minimum Fee Charged for Managed Accounts:   N/A
Minimum Fee Charged for Hourly Planning Accounts:   $99

Education

Bachelors Degree  - Psychology   University of Wisconsin - Madison  - Madison, WI
9/1/2011-6/1/2015

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Financial Services

Financial Planning for Businesses

Business continuity and succession planning, as well as employee benefit planning.

Financial Planning for Individuals

Presentation of current financial situation, as well as potential alternatives.

Financial Advice & Consulting

Access to your own personal website powered by eMoney Advisor, ongoing advice over 12 monthly meetings.

Portfolio Management

Investment portfolio analysis, strategy, and recommendations based on asset allocation, risk tolerance, and goals.

Retirement Planning

Review Retirement account contributions, evaluate employer retirement plans (401(k), 403(b), SEP IRA, etc.), traditional versus ROTH contributions analysis, retirement income forecasting and planning through cash flow reports and Monte Carlo analysis.

401K Rollovers

We will be there with you step-by-step to make sure the rollover process is as efficient and seamless as possible.

Insurance Planning

Elect employee benefits & other insurance needs (Life, Disability, Long-term care), insurance gap analysis reports.

Annuities

If an annuity is a good fit for you, we will help you research what company and product will be in your best interest.

Estate Planning & Trusts

Estate coordination meeting with your attorney, updating documents and beneficiaries as needed.

Tax Advice and Services

Tax coordination meeting with your accountant, tax-qualified investment consideration, year-end tax planning and savings.

Education Funding and Planning

Education and college funding analysis, review 529 account contributions and legacy education planning.

Wealth Management

Year-end tax planning and tax harvesting, Roth IRA conversion analysis, alternative investment strategy, annual gifting & charitable giving.

Money Management

Develop investment portfolio & set financial goals, budget analysis, debt strategy for mortgage, student loans, auto loans, etc.

Investment Advice & Management

Implementation of plan recommendations and continued analysis, concentrated stock strategies & liquidations (10b5-1 planning), stock options strategy and stock plan optimization (ESPP, RSU, ISQ, NQSO).

Risk Management

Insurance gap analysis, property/casualty and umbrella coverage, limited liability companies, etc.



Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor.

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

All over the U.S.

Compensation Arrangements

Check Bank Transfer
Visa MasterCard
American Express Discover
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