Advisor at Retirement Wealth Solutions LLC
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Firm
Retirement Wealth Solutions LLC
Location
Marshfield, WI 54449
Credentials
Series 65
Industry experience
1 year
Alli Schoengarth is a financial advisor at Retirement Wealth Solutions LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, she held roles at Neillsville Country Club, LLC and Schmitty's on Main. She is also an independent insurance agent. Retirement Wealth Solutions LLC provides investment advisory and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm uses asset allocation as a core framework and incorporates various investment techniques, emphasizing risk management and tax awareness.
Fixed fees for financial planning projects range from $2,500 to $50,000 per project
Up to 2.00% per annum
Hourly financial planning fees range from $250 to $500 per hour, $2,500 minimum
Minimum fee: Minimum annual platform fee of $50 may be charged if managed assets fall below $125,000 (applicable to Envestnet platform clients) Fee-only: Financial planning services offered via fixed fees ($2,500 to $50,000 per project) or hourly fees ($250 to $500 per hour, $2,500 minimum)
110 East 2 Nd Street
Marshfield, WI 54449
Wisconsin
Retirement Wealth Solutions LLC
2025 - Present (1 year)
Neillsville Country Club, LLC
2024 - 2024 (1 year)
STUDENT
2020 - 2024 (4 years)
Schmitty's on Main
2017 - 2024 (7 years)
STUDENT
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Marshfield, WI
Retirement Wealth Solutions LLC
CFP®, ChFC®, Series 63
Marshfield, WI
Retirement Wealth Solutions LLC
Series 63, Series 65
Marshfield, WI
Harbour Investments, Inc.
Series 66
Marshfield, WI
Harbour Investments, Inc.
Series 63, Series 66
Marshfield, WI
OSAIC
Series 63
Marshfield, WI
Edward Jones
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