Ashlee Vaughn
Advisor at Rude Wealth Advisory
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 Rude Wealth Advisory
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.
Ashlee Vaughn is a financial advisor at Rude Wealth Advisory with one year of industry experience. She holds a Series 65 credential and previously worked at TrustBank from 2018 to 2021. Prior to her financial career, Ashlee had roles outside the industry, including positions at Bobe's Pizza and Richland County High School. Rude Wealth Advisory serves individuals, families, trusts, estates, charitable organizations, and employer plan sponsors by providing investment management, financial planning, tax preparation, accounting setup, and retirement plan consulting. The firm employs a client-specific investment approach combining fundamental and technical analysis with modern portfolio theory, and offers employer-facing financial wellness programs alongside integrated tax and bookkeeping services.
Based on Rude Wealth Advisory
Based on Rude Wealth Advisory
Project-Based Financial Planning fees start at $500; Tax Return Preparation fees start at $100 and up; Accounting Set Up and Record Keeping start at $250 per month
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.50% $3,000,001+: No additional fee
$250 per hour for Financial Planning and Retirement Plan Consulting services; $250 per hour for Accounting services (may be hourly or monthly)
Ongoing Financial Planning: $275 per month; Workplace Financial Wellness Benefit: $25 per employee per month
Account minimum: $200,000 (may be waived at firm's discretion) Fee-only: Ongoing Financial Planning: $1,000 upfront plus $275 per month; Hourly Financial Planning: $250 per hour; Project-Based Financial Planning: starting at $500 fixed fee; Tax Return Preparation fees range from $100 to $1,200 plus hourly fees; Accounting Set Up and Record Keeping: starting at $250 per month or $250 per hour; Retirement Plan Consulting: 0.50% of plan assets or $250 per hour; Workplace Financial Wellness Benefit: $25 per employee per month
401 S Whittle Avenue
Olney, IL 62450
Illinois · Indiana
Rude Wealth Advisory
2024 - Present (2 years)
Rude Wealth Advisory
2021 - 2024 (3 years)
TrustBank
2018 - 2021 (3 years)
Bobe's Pizza
2016 - 2018 (2 years)
Richland County High School
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")