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Ginger Ames

Advisor at Whisper Financial

Updated today
Whisper Financial logo

Firm

Whisper Financial

Location

Cobb, CA

Credentials

Series 65

Industry experience

4 years

Client services

Financial planning Portfolio management

Fee options

Fixed

One Time Financial Plan starting at $4,500 (fixed fee); Ongoing Financial Planning at $1,000 per quarter

Percentage

$0 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.85% $5,000,000+: 0.65%

Project-based

$350 per hour, minimum one hour

Other

Fee-only: One Time Financial Plan fixed fee starting at $4,500; Ongoing Financial Planning quarterly fee of $1,000; Hourly Add-ons at $350 per hour

Work history

Origin Investment Advisory LLC

2023 - 2025 (2 years)

Blend Financial Inc. dba Origin Financial

2023 - 2025 (2 years)

Origin Financial

2022 - 2023 (1 year)

Whisper Financial LLC

2021 - Present (5 years)

Commonwealth Financial Network

2021 - 2021 (1 year)

Terra Blue Wealth Management

2020 - 2021 (1 year)

H&R Block

2019 - 2021 (2 years)

Sublime Feline LLC dba Whisper Tax

2019 - Present (7 years)

AMERIPRISE FINANCIAL SERVICES, Inc.

2017 - 2019 (2 years)

HOMEMAKING

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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