Years ago I was a Registered Representative for a big firm in the financial industry. I enjoyed working with clients, but I didn't care for the conflict of interest when an advisor doubles as a salesman. We were also limited to working with clients on the accounts they had with our company, which left a lot of financial items out of the picture an added ongoing pressure to move accounts around. Unfortunately a lot of the industry still operates that way.
I didn't care for those things, so I went in a different direction with Ashland Advisors. We are a non-custodian fee-only fiduciary practice. That means no product sales, no account custody issues, and no gaps in client plans. Our freestanding software can accommodate any accounts, investments, or businesses that clients have with no need to move things around. We don't have any minimum asset or net worth thresholds for new clients, and no ongoing management fees trickling out of client accounts. We charge a simple hourly rate to develop plans for clients, and for most clients the initial setup costs about as much as a tax return.
It's a different way to do financial planning, but I think it's a better one. Check out the video demos and details below, or give the tools a test drive for yourself. If you have any questions let me know.
Get a feel for the planning software at the link below. The tool will ask for email as a login, but I will never send any nagging follow up emails. I'm not desperate for business and I hate spam emails myself.
If you like what you see and want to add projections and more details, contact us to discuss next steps.
ASHLAND ADVISORS, PLLC
Luke Speltz CPA, CMA | 5235 Bulldog Avenue | Van Meter, Iowa
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Ashland Advisors PLLC is a registered investment adviser offering advisory services in the State of Iowa and in other jurisdictions where exempted.
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