Advisor at Pro Advisors, Ltd. dba R J Pickle Financial Services
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Firm
Pro Advisors, Ltd. dba R J Pickle Financial Services
Location
Prescott, WI
Credentials
CFP®, Series 63
Industry experience
24 years
Ricky Pickle is a CFP® and Series 63-licensed financial advisor with 24 years of industry experience. He is the sole advisor at Pro Advisors, Ltd., operating as R J Pickle Financial Services, and has been president of R.J. PICKLE, CPA, CFP, PC since 2013, providing tax preparation services. The firm offers investment management and financial planning to individuals, high-net-worth clients, and businesses, using a combination of fundamental and technical analysis to guide portfolio construction and ongoing monitoring. It integrates investment advisory services with tax preparation and planning, reflecting the advisor’s dual credentials as a CPA and CFP®.
Based on Pro Advisors, Ltd. dba R J Pickle Financial Services
Based on Pro Advisors, Ltd. dba R J Pickle Financial Services
Financial planning may be billed as an agreed fixed fee
$0 - $1,000,000: 1.0% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000+: 0.5% annually
Financial planning billed at $200 per hour
Account minimum: $100,000 Minimum fee: $250 per quarter minimum fee Fee-only: Financial planning billed at $200 per hour or agreed fixed fee
Prescott, WI
Texas · Wisconsin
RJ Pickle, CPA, CFP, PC
2013 - Present (13 years)
Pro Advisors, LTD
2001 - Present (25 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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