# Carrie Ticali

> Carrie Ticali is a fee-only financial advisor at Review Services in Brookfield, Wisconsin, who holds the CFP credential. Carrie charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $500 a year and one-time plans from $2,500).

Page: https://find.wellspent.co/advisors/carrie-ticali/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Review Services
- **Based in:** Brookfield, Wisconsin
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $500 a year; one-time plans from $2,500; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $227.4M across 768 accounts
- **Credentials:** CFP
- **CRD:** 4578157 (https://adviserinfo.sec.gov/individual/summary/4578157)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 66 (2004)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.reviewservicesinc.com

## Frequently asked questions

### Is Carrie Ticali a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carrie holds no broker registration, and Review Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carrie charge for financial advice?

Carrie charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Carrie charge?

According to Review Services's website, checked October 30, 2026: ongoing planning from $500 a year; one-time plans from $2,500; 1% a year on the first tier of assets managed.

### Where is Carrie Ticali based?

Carrie Ticali is based in Brookfield, Wisconsin.

### What credentials does Carrie Ticali hold?

Carrie Ticali holds the CFP credential.

### Is Carrie Ticali registered with the SEC?

Yes. Carrie Ticali is registered as an investment adviser representative in WI (CRD 4578157), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Review Services manage?

Review Services reports $227.4M across 768 accounts in assets under management.

### How do I contact Carrie Ticali?

Through Carrie's website, www.reviewservicesinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4578157): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.reviewservicesinc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.