Advisor at Fee-Only Financial Planning
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.
Flat fees for financial planning typically range from $100 to $500 depending on complexity.
0.10% annually
Financial planning services charged at $100 per hour.
Fee-only: Financial planning services charged on an hourly basis at $100/hour or flat fees typically ranging from $100 to $500 depending on complexity.
Fee-Only Financial Planning
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Easthampton, MA
Edward Jones
CFP®, Series 66
Florence, MA
Fidelity
Jacqueline Miller is currently Vice President, Wealth Planner at Fidelity Investments. In this role, she collaborates with clients and their families to develop personalized financial plans and strategies that align with their unique situations and goals. She has been with Fidelity Investments since 2022, progressing through roles as Investment Consultant and Financial Consultant before her current position. Prior to joining Fidelity, she worked at Ameriprise Financial from 2015 to 2022, serving as a Financial Planning Assistant and later as an Associate Financial Advisor. Her professional experience encompasses a broad range of financial planning and investment consulting responsibilities.
CFP®, Series 66
So Deerfield, MA
Fidelity
Denise Govoni is a Financial Consultant at Fidelity Investments, a role she has held since 2020. Prior to this, she worked as a Wealth Management Advisor at TIAA from 2014 to 2020. In her current position, Denise focuses on a collaborative planning process that educates and empowers clients, working closely with individuals and families to develop, implement, and maintain actionable financial plans. Denise prioritizes building trust and putting clients' interests first, aiming to provide an experience that offers greater peace of mind. Outside of her professional work, she enjoys biking, family activities, gardening, hiking, and spending time with her pets.
Series 66
Northampton, MA
Edward Jones
Series 66
Florence, MA
Edward Jones
CFP®, ChFC®, Series 66
Northampton, MA
Edward Jones
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