Rebecca Botzet is a CFP-designated registered investment advisor at Cahill Financial Advisors, INC., based in Long Lake, MN, with 10 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,031 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cahill Financial Advisors charges an annual fee based on a percentage of the assets they manage, ranging from 0.40% to 1.50%. The specific fee schedule depends on the Investment Advisor Representative you work with. Fees are assessed quarterly based on the market value of your account on the last day of the quarter. Some assets may be excluded from the fee calculation based on a written agreement. Clients using the Pontera Solutions Inc. platform will receive an invoice for fees due upon receipt.
Location
Long Lake, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca works as an investment adviser and financial planning consultant for Avantax Planning Partners, Inc. and as a wealth advocate for Summit Wealth Advocates, LLC, dedicating about half of her time to each role.
Employment History
Current Registrations
Cahill Financial Advisors, INC.
Previous Registrations
Avantax Planning Partners, INC.
Summit Wealth Advocates, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.