Advisor at Independent Advisor Alliance, llc
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
Independent Advisor Alliance, llc
Location
Manhattan, KS 66503
Credentials
Series 66
Industry experience
25 years
Financial Planning flat fees typically $0 to $15,000; Wealth Coaching fixed quarterly fees $250 to $10,000; Retirement Plan Consulting may include one-time flat rate fees for project work.
Financial Planning hourly charge up to $500 per hour, negotiated between client and advisor; retirement plan consulting may be charged hourly as negotiated.
Fee-only: Financial Planning Fees: hourly up to $500/hour; flat fees typically $0 to $15,000; Wealth Coaching Fees: fixed quarterly fees ranging from $250 to $10,000.
Independent Advisor Alliance, LLC
2018 - Present (8 years)
Lpl Financial LLC
2014 - Present (12 years)
Independent Financial Partners
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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