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FETTIG FINANCIAL SERVICES LLC
Fettig Financial Services LLC is a reputable financial advisory firm that provides comprehensive financial planning and investment management services to a wide range of clients. The firm has a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals and make informed investment decisions.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Assists clients in creating a solid financial plan to achieve their short-term and long-term goals
- Offers tailored investment solutions based on individual risk tolerance, time horizon, and financial objectives
- Regularly reviews and adjusts investment portfolios to ensure they align with clients’ changing needs and market conditions
- Provides ongoing financial guidance and support to help clients navigate through different stages of their financial journey
Facts and Insights
Fettig Financial Services LLC has been in business for over 15 years, serving clients across the United States. The firm currently manages over $500 million in assets under management, and its team of advisors collectively holds several industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
Fettig Financial Services LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Comprehensive financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning and preparation
- Education funding
- Insurance and risk management
- Charitable giving
Client Types
The firm serves a diverse group of clients, including high-net-worth individuals, families, and small businesses. Fettig Financial Services LLC also has expertise in working with clients in various industries, including healthcare, technology, and education.
Fees & Compensation
Fettig Financial Services LLC is a fee-only advisory firm, which means it does not receive any commissions or kickbacks from recommending certain investments. The firm’s fees are based on a percentage of assets under management and are designed to be transparent and aligned with the clients’ best interests.
Background
Fettig Financial Services LLC was founded by John Fettig, a highly respected financial advisor with over 20 years of experience in the industry. He started the firm with a vision to provide independent and objective financial advice to clients and help them achieve financial success. Today, the firm continues to uphold this mission and has built a strong reputation for its ethical and client-centered approach to financial planning and investment management.
Financial Advisor Disclosures to Know
As a registered investment advisor, Fettig Financial Services LLC is committed to transparency and disclosure. The firm’s advisors have no disclosures to report, meaning they have a clean record when it comes to regulatory and legal issues.