Anna Thornburg
Advisor at Model Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Model Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wheaton, IL
Credentials
Series 65
Industry experience
3 years
Anna Thornburg is a Series 65-licensed advisor at Model Wealth with three years of industry experience. She has been with Model Wealth since 2021 and previously worked at Covenant Classical School and the Church of the Resurrection. Model Wealth serves individuals, families, estates, trusts, high-net-worth clients, and small businesses, providing hourly or project-based financial planning along with ongoing wealth management. The firm employs a passive, cost- and tax-efficient investment approach using ETFs, mutual funds, individual equities, and fixed income, and operates as a fully virtual, fee-only advisory team.
Based on Model Wealth
Fixed/project-based fees for financial planning engagements, amount based on estimate of time involved
$400 per hour
Minimum fee: Flat annual fee ranges from $1,000 to $50,000; most clients pay between $7,900 and $12,000 per year Fee-only: Flat annual fee for wealth management; hourly fee of $400/hour for financial planning; fixed/project-based fees also available
Wheaton, IL
Illinois
Model Wealth, Inc.
2021 - Present (5 years)
Unemployed
2021 - 2021 (1 year)
Covenant Classical School
2019 - 2021 (2 years)
Church of the Resurrection
2015 - 2019 (4 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
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