# Rebekah Allison

> Rebekah Allison is a fee-only financial advisor at Allison & Company Financial Counselors in Glendale, Wisconsin, who holds the CFP credential. Allison & Company Financial Counselors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/rebekah-allison/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Allison & Company Financial Counselors
- **Based in:** Glendale, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $52.5M across 46 accounts
- **Credentials:** CFP
- **CRD:** 2021452 (https://adviserinfo.sec.gov/individual/summary/2021452)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 63 (1990)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Rebekah Allison a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rebekah holds no broker registration, and Allison & Company Financial Counselors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Rebekah charge for financial advice?

Rebekah's firm, Allison & Company Financial Counselors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Rebekah Allison based?

Rebekah Allison is based in Glendale, Wisconsin.

### What credentials does Rebekah Allison hold?

Rebekah Allison holds the CFP credential.

### Is Rebekah Allison registered with the SEC?

Yes. Rebekah Allison is registered as an investment adviser representative in WI (CRD 2021452), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Allison & Company Financial Counselors manage?

Allison & Company Financial Counselors reports $52.5M across 46 accounts in assets under management.

### How do I contact Rebekah Allison?

Contact details aren't on file yet. Search for Allison & Company Financial Counselors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2021452): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.