Ashley Vega
Advisors Management Group · La Crosse, Wisconsin
Ashley Vega is a fee-only financial advisor at Advisors Management Group in La Crosse, Wisconsin. Ashley charges a percentage of assets and an ongoing planning fee and focuses on tax planning and small business owners.
Request an introduction to Ashley →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Advisors Management Group |
|---|---|
| Based in | La Crosse, Wisconsin |
| Fee model | Percentage of assets · Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $819.6M across 4,960 accounts |
| SEC registration | Investment adviser representative in WI · CRD 6127834 |
| Exams passed | Series 65 (2019) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.advisorsmanagement.com |
How Ashley's firm compares
- Advisors Management Group's average account is about $165,000, from its Form ADV (assets managed divided by 4,960 accounts).
Request an introduction to Ashley
Tell Ashley a little about what you're looking for. Ashley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ashley
Is Ashley Vega a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ashley holds no broker registration, and Advisors Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ashley charge for financial advice?
Ashley charges a percentage of assets and an ongoing planning fee.
Does Ashley work with clients virtually?
Yes. Advisors Management Group says on its website that it works with clients remotely.
Where is Ashley Vega based?
Ashley Vega is based in La Crosse, Wisconsin.
What does Ashley specialize in?
Ashley's specialties include tax planning and small business owners. Ashley works with retirees and pre-retirees.
Is Ashley Vega registered with the SEC?
Yes. Ashley Vega is registered as an investment adviser representative in WI (CRD 6127834), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advisors Management Group manage?
Advisors Management Group reports $819.6M across 4,960 accounts in assets under management.
How do I contact Ashley Vega?
Through Ashley's website, www.advisorsmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Advisors Management Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.