Allison & Company Financial Counselors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Allison & Company Financial Counselors, LLC is an independent registered investment adviser that provides discretionary investment management, consulting, comprehensive financial planning, and project advisory services. Its brochure states the firm serves a broad client mix that includes individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities.
The firm’s management process begins with an analysis of a client’s existing portfolio and financial situation, after which it implements portfolio recommendations and, where authorized, exercises discretionary trading across stocks, bonds, mutual funds, ETFs, options and cash equivalents. ACFC may hire third‑party managers and relies on fundamental, technical and cyclical analysis in its investment research; most clients grant the firm discretionary authority for trading.
What is noteworthy is the firm’s scale and client mix: the brochure discloses roughly $52.5 million in regulatory assets under management for about 21 clients while explicitly working with institutional account types (pension plans, charitable organizations, corporations and other business entities) that are less common among independent advisers. The firm also provides written comprehensive plans and project work and discloses use of Schwab Institutional custody and related services, noting those relationships can create potential conflicts of interest.
Client services
Expertise
Fee options
Flat fee may be available/negotiated for Comprehensive Advisory and Project Advisory Services (amounts not specified)
1% per year based on total market value of assets, payable monthly in advance
$375 to $500 per hour for Comprehensive Advisory and Project Advisory Services
Minimum fee: Minimum fee for Consulting Services determined at contract signing (amount not specified)
Main office
250 West Coventry Court, Suite 203
Glendale WI 53217
Advisors at this office
1
Most active in
Wisconsin
Also doing business as
Allison & Company Financial Counselors, LLC · Rebekah Lovgren Allison · Rl Allison, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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