Carrie Ticali
Review Services · Brookfield, Wisconsin
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).
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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 |
| Assets under management | $227.4M across 768 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 4578157 |
| Exams passed | Series 66 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.reviewservicesinc.com |
How Carrie's firm compares
- Ongoing planning starts at $500 a year, below the Wisconsin median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $2,500, above the Wisconsin median of $1,900 for fee-only firms that publish prices.
- Review Services's average account is about $296,000, from its Form ADV (assets managed divided by 768 accounts).
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Questions about Carrie
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.
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
- Review Services 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.
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