# Debra Allison-Aasby

> Debra Allison-Aasby is a fee-only financial advisor at Great Lakes Financial Strategies in Oshkosh, Wisconsin. Debra charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $1,200 a year and one-time plans from $500) and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Great Lakes Financial Strategies
- **Based in:** Oshkosh, Wisconsin
- **Fee model:** Percentage of assets; Flat fee or retainer; Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $1,200 a year; one-time plans from $500; 0.85% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.0M across 14 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Student loans
- **CRD:** 5787766 (https://adviserinfo.sec.gov/individual/summary/5787766)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 63 (2019), Series 65 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.greatlakesfs.com

## Frequently asked questions

### Is Debra Allison-Aasby a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Debra holds no broker registration, and Great Lakes Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Debra charge for financial advice?

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

### How much does Debra charge?

According to Great Lakes Financial Strategies's website, checked October 30, 2026: ongoing planning from $1,200 a year; one-time plans from $500; 0.85% a year on the first tier of assets managed.

### Where is Debra Allison-Aasby based?

Debra Allison-Aasby is based in Oshkosh, Wisconsin.

### What does Debra specialize in?

Debra's specialties include retirement planning, estate & legacy planning, tax planning and student loans.

### Is Debra Allison-Aasby registered with the SEC?

Yes. Debra Allison-Aasby is registered as an investment adviser representative in WI (CRD 5787766), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Great Lakes Financial Strategies manage?

Great Lakes Financial Strategies reports $4.0M across 14 accounts in assets under management.

### How do I contact Debra Allison-Aasby?

Through Debra's website, www.greatlakesfs.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5787766): 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://greatlakesfs.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.