Advisor at Toucan Financial, Inc.
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.
Firm
Toucan Financial, Inc.
Location
Charlotte, NC
Credentials
CFA®, Series 63, Series 65
Industry experience
10 years
Ian Rahilly is a financial advisor at Toucan Financial, Inc. in Charlotte, NC, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience, with prior roles at J.P. Morgan Securities, Merrill Lynch, and Bank of America. Toucan Financial is a fee-only registered investment adviser serving individuals, high-net-worth clients, corporations, and institutional clients. The firm uses a collaborative digital planning process combining passive and active asset allocation strategies with ongoing tax planning and personal tax return preparation as part of its comprehensive wealth management services.
Based on Toucan Financial, Inc.
Based on Toucan Financial, Inc.
Fixed fee of minimum $8,000 for Project-Based Financial Planning
$0 - $2,000,000: 0.40% $2,000,000 - $20,000,000: 0.20% $20,000,000 - $40,000,000: 0.10% >$40,000,000+: 0.16%
$400 per hour for Project-Based Financial Planning
Minimum fee: $8,000 annual minimum fee Fee-only: Fee-only firm compensated solely by clients, no commissions or sales-related compensation
Charlotte, NC
North Carolina
Toucan Financial Inc.
2022 - Present (4 years)
Bank Of America, N.a.
2021 - 2022 (1 year)
Merrill
2021 - 2022 (1 year)
J.P. Morgan Securities
2015 - 2021 (6 years)
Jp Morgan Chase Bank Na
2015 - 2021 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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 65
Charlotte, NC
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CFP®
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As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.
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