Kerry Hilsabeck is a CFP-designated registered investment advisor at Financial Action, INC., based in Monument, CO, with 10 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 933 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Action, Inc.'s fees for investment advisory services are negotiated between you and your advisor, ranging from 0.65% to 1.5% of your portfolio value. These fees do not include full financial planning services.
Location
283 Washington St, Monument, CO, 80132
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kerry is employed by Focus on the Family, a non-profit entity, in addition to his role as an investment advisor. The two roles are independent, and no compensation or referrals are exchanged between them.
Employment History
Current Registrations
Financial Action, INC.
Previous Registrations
Alpers Financial Planning, INC.
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
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.