Rebekah Allison
Allison & Company Financial Counselors · Glendale, Wisconsin
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.
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Facts
| Firm | Allison & Company Financial Counselors |
|---|---|
| Based in | Glendale, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $52.5M across 46 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 2021452 |
| Exams passed | Series 63 (1990) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Rebekah's firm compares
- Allison & Company Financial Counselors's average account is about $1.1 million, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Rebekah
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.
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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