Pro Advisors, Ltd. dba R J Pickle Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,704,774
Total clients
19
26% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$826,567
About
The firm provides investment management and financial planning to individuals, high-net-worth individuals, and businesses, managing accounts on either a discretionary or non-discretionary basis. It delivers portfolio design and specific recommendations across mutual funds, exchange-traded funds, and individual stocks as part of ongoing monitoring and implementation.
The firm applies both fundamental and technical analysis and tailors recommendations to clients’ stated goals and risk tolerance, with investment decisions implemented in line with client-directed guidelines. In addition to advisory services, the firm’s principal is a licensed CPA and offers tax preparation and planning, which the firm uses alongside investment advice when appropriate.
What is distinctive is the firm’s affiliation with an accounting practice and the provision of tax services to both advisory and non-advisory clients, a feature uncommon among independent advisers. The practice’s small size and long professional tenure mean clients generally interact directly with the same CPA/CFP professional rather than a multi-advisor team.
Client services
Expertise
Occupation focus
Fee options
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
Main office location
Pro Advisors, Ltd. dba R J Pickle Financial Services
Prescott WI, United States
Number of offices
1
Most active in
Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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