Debra Allison-Aasby
Great Lakes Financial Strategies · Oshkosh, Wisconsin
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.
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Specialties
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 |
| Assets under management | $4.0M across 14 accounts |
| SEC registration | Investment adviser representative in WI · CRD 5787766 |
| Exams passed | Series 63 (2019) · Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.greatlakesfs.com |
| Profile |
How Debra's firm compares
- Ongoing planning starts at $1,200 a year, below the Wisconsin median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the Wisconsin median of $1,900 for fee-only firms that publish prices.
- Great Lakes Financial Strategies's average account is about $287,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Debra
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.
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
- Great Lakes Financial Strategies 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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