Megan Rynearson is a registered investment advisor at Wwa Planning & Investments, based in Columbus, IN, with 1 years of industry experience. Megan 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 102 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Lower fees for comparable services can sometimes be available from other sources. Fees are negotiable and may be reduced by combining family member accounts.
Fee Estimator
Location
427 Washington St, Columbus, IN, 47201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wwa Planning & Investments
State Registrations2 states
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