Rebecca Agamaite
Advisors Management Group · La Crosse, Wisconsin
Rebecca Agamaite is a fee-only financial advisor at Advisors Management Group in La Crosse, Wisconsin. Rebecca charges a percentage of assets and an ongoing planning fee and focuses on tax planning and small business owners.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Advisors Management Group |
|---|---|
| Based in | La Crosse, Wisconsin |
| Fee model | Percentage of assets · Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $819.6M across 4,960 accounts |
| SEC registration | Investment adviser representative in WI · CRD 4997609 |
| Exams passed | Series 63 (2005) |
| Firm size | 17 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.advisorsmanagement.com |
How Rebecca's firm compares
- Advisors Management Group's average account is about $165,000, from its Form ADV (assets managed divided by 4,960 accounts).
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Questions about Rebecca
Is Rebecca Agamaite a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and Advisors Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rebecca charge for financial advice?
Rebecca charges a percentage of assets and an ongoing planning fee.
Does Rebecca work with clients virtually?
Yes. Advisors Management Group says on its website that it works with clients remotely.
Where is Rebecca Agamaite based?
Rebecca Agamaite is based in La Crosse, Wisconsin.
What does Rebecca specialize in?
Rebecca's specialties include tax planning and small business owners. Rebecca works with retirees and pre-retirees.
Is Rebecca Agamaite registered with the SEC?
Yes. Rebecca Agamaite is registered as an investment adviser representative in WI (CRD 4997609), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Advisors Management Group manage?
Advisors Management Group reports $819.6M across 4,960 accounts in assets under management.
How do I contact Rebecca Agamaite?
Through Rebecca's website, www.advisorsmanagement.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
- Advisors Management Group 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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