Makenna Ochs
Rude Wealth Advisory · Olney, Illinois
Makenna Ochs is a fee-only financial advisor at Rude Wealth Advisory in Olney, Illinois, who holds the CFP credential. Rude Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Rude Wealth Advisory |
|---|---|
| Based in | Olney, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $54.4M across 412 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, IN · CRD 7502986 |
| Exams passed | Series 66 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.rudewealthadvisory.com |
How Makenna's firm compares
- Rude Wealth Advisory's average account is about $132,000, from its Form ADV (assets managed divided by 412 accounts).
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Questions about Makenna
Is Makenna Ochs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Makenna holds no broker registration, and Rude Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Makenna charge for financial advice?
Makenna's firm, Rude Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Makenna Ochs based?
Makenna Ochs is based in Olney, Illinois.
What credentials does Makenna Ochs hold?
Makenna Ochs holds the CFP credential.
Is Makenna Ochs registered with the SEC?
Yes. Makenna Ochs is registered as an investment adviser representative in IL and IN (CRD 7502986), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rude Wealth Advisory manage?
Rude Wealth Advisory reports $54.4M across 412 accounts in assets under management.
How do I contact Makenna Ochs?
Through Makenna's website, www.rudewealthadvisory.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
- 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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