client_id stringlengths 5 5 | age int64 18 85 | employment_status stringclasses 5
values | annual_income_usd float64 1k 1.35M ⌀ | marital_status stringclasses 4
values | dependents_count int64 0 3 | credit_score float64 300 527 ⌀ | total_debt_usd float64 0 1.22M | monthly_expenses_usd float64 33.6 25.1k ⌀ | emergency_fund_months int64 0 10 | investment_portfolio_usd float64 0 3.82M ⌀ | primary_goal stringclasses 10
values | time_horizon_years int64 1 45 | target_amount_usd int64 4 14.5M | risk_tolerance_1_10 float64 1 10 | trust_in_institutions_1_10 float64 1 9 ⌀ | preferred_channel stringclasses 5
values | checkin_frequency stringclasses 5
values | last_session_date stringdate 2024-07-04 00:00:00 2025-12-25 00:00:00 | session_duration_min int64 15 67 | topics_discussed stringlengths 37 106 | recommended_products stringclasses 20
values | user_satisfaction_1_5 float64 1 4.6 ⌀ | debt_income_ratio float64 0 36.8 | savings_rate float64 -11 0.64 | portfolio_income_ratio float64 0 68.2 | log_income float64 6.91 13.2 ⌀ | log_portfolio float64 0 14.7 | age_squared int64 324 7.23k | income_x_debt float64 0 362B ⌀ | portfolio_x_age float64 0 157M |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C0001 | 23 | Salaried | 63,500.856612 | Married | 0 | 412 | 28,729.052695 | 3,020.58265 | 3 | 1,114.007949 | Emergency Fund | 1 | 36,102 | 5.84119 | 4.9 | App | Annual | 2024-12-14 | 44 | budgeting;savings strategies;risk management;credit score | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.5 | 0.452413 | -0.031797 | 0.017543 | 11.058824 | 7.016617 | 529 | 1,824,319,455.793192 | 25,622.182837 |
C0002 | 63 | Retired | 59,796.942795 | Married | 2 | 422 | 16,671.005369 | 2,132.882138 | 4 | 244,650.64729 | Retirement | 7 | 914,284 | 3.471429 | 5.9 | Email | Biannual | 2025-02-27 | 30 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.3 | 0.278789 | -0.406353 | 4.091289 | 10.998727 | 12.407591 | 3,969 | 996,875,154.418201 | 15,412,990.779295 |
C0003 | 64 | Salaried | 202,977.754152 | Married | 1 | 466 | 160,395.18939 | 7,169.872744 | 4 | 1,156,207.920684 | Wealth Accumulation | 5 | 91,535 | 4.903924 | 7.3 | Phone | Quarterly | 2025-02-05 | 52 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.7 | 0.790207 | 0.197744 | 5.696202 | 12.220857 | 13.960657 | 4,096 | 32,556,655,319.13988 | 73,997,306.923792 |
C0004 | 64 | Retired | 102,286.119426 | Married | 2 | 429 | 62,305.180469 | 4,280.311306 | 4 | 463,720.745207 | Healthcare | 10 | 155,539 | 3.87969 | 7.2 | Email | Biannual | 2025-10-26 | 21 | budgeting;savings strategies;charitable giving;insurance review;medicare | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.2 | 0.60912 | 0.114952 | 4.53352 | 11.535539 | 13.04704 | 4,096 | 6,372,955,130.334868 | 29,678,127.693278 |
C0005 | 63 | Self-Employed | 120,564.386501 | Married | 2 | 450 | 155,854.785315 | 4,754.005969 | 8 | 822,471.727046 | Retirement | 2 | 1,611,109 | 4.692352 | 6.4 | Phone | Biannual | 2024-07-04 | 47 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.3 | 1.292699 | -0.09485 | 6.82179 | 11.699948 | 13.620071 | 3,969 | 18,790,536,574.71874 | 51,815,718.803869 |
C0006 | 37 | Self-Employed | 69,031.452172 | Single | 0 | 455 | 105,777.578429 | 2,492.298871 | 1 | 42,542.197023 | Business Investment | 20 | 380,079 | 3.454895 | 5.2 | App | Biannual | 2025-08-16 | 48 | budgeting;savings strategies;estate planning;college funding;retirement income | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.4 | 1.532288 | 0.231477 | 0.616264 | 11.142332 | 10.658275 | 1,369 | 7,301,979,846.184551 | 1,574,061.289854 |
C0007 | 59 | Salaried | 49,178.851262 | Married | 1 | 468 | 37,320.204978 | 2,265.496344 | 5 | 145,518.066276 | Estate Planning | 7 | 561,694 | 4.114686 | 7.8 | Phone | Monthly | 2024-10-08 | 31 | tax optimization;estate planning;tax strategies;college funding | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.2 | 0.758852 | 0.01787 | 2.958896 | 10.803239 | 11.888062 | 3,481 | 1,835,364,809.665984 | 8,585,565.9103 |
C0008 | 25 | Salaried | 59,022.738917 | Married | 0 | 404 | 73,367.279277 | 2,807.920488 | 4 | 27,836.370527 | Retirement | 43 | 3,364,106 | 5.288726 | 5.3 | Chat | Annual | 2025-03-03 | 27 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.4 | 1.243013 | 0.065579 | 0.471613 | 10.985695 | 10.234135 | 625 | 4,330,337,769.760828 | 695,909.263178 |
C0009 | 46 | Salaried | 155,343.102456 | Married | 1 | 493 | 370,972.727875 | 7,436.94832 | 5 | null | Wealth Accumulation | 3 | 180,314 | 1.278587 | 5.7 | App | Annual | 2024-12-12 | 32 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;tax-efficient funds | null | 2.388071 | -0.016588 | 1.669533 | 11.953398 | 12.465946 | 2,116 | 57,628,054,474.769295 | 11,930,199.679733 |
C0010 | 58 | Salaried | 192,200.240174 | Single | 0 | 463 | 108,646.946183 | 7,108.514906 | 7 | 836,900.759067 | Retirement | 3 | 1,985,517 | 4.948853 | 7.5 | In-Person | Annual | 2024-10-14 | 22 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.3 | 0.565277 | 0.403745 | 4.354294 | 12.166298 | 13.637462 | 3,364 | 20,881,969,150.66467 | 48,540,244.02586 |
C0011 | 45 | Salaried | 193,175.329229 | Married | 1 | 454 | 577,109.36378 | 7,670.041769 | 3 | 511,016.045191 | Business Investment | 10 | 86,169 | 2.113859 | 5.4 | Email | Quarterly | 2025-06-20 | 35 | tax optimization;estate planning;tax-efficient investing;risk management;social security | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.4 | 2.987475 | -0.117533 | 2.645335 | 12.171359 | 13.144158 | 2,025 | 111,483,291,349.21072 | 22,995,722.033596 |
C0012 | 62 | Salaried | 45,201.080986 | Married | 0 | 437 | 51,487.099368 | 1,694.148666 | 6 | 246,160.695338 | Healthcare | 15 | 195,627 | 3.654675 | 5.8 | Email | Monthly | 2025-05-15 | 45 | budgeting;savings strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.4 | 1.139043 | -0.157756 | 5.445782 | 10.718898 | 12.413744 | 3,844 | 2,327,272,548.235848 | 15,261,963.110934 |
C0013 | 57 | Self-Employed | 126,877.849086 | Divorced | 0 | 442 | 123,788.025918 | 5,818.761508 | 4 | 453,886.591372 | Estate Planning | 15 | 606,930 | 3.849321 | 7 | In-Person | Quarterly | 2024-08-12 | 52 | tax optimization;estate planning;investment allocation | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.2 | 0.97564 | 0.510927 | 3.577323 | 11.750988 | 13.025605 | 3,249 | 15,705,958,471.08754 | 25,871,535.70823 |
C0014 | 36 | Salaried | 117,594.879021 | Single | 0 | 458 | 321,247.490219 | 5,309.118317 | 2 | 126,544.917076 | Retirement | 28 | 3,880,372 | 3.763291 | 4 | App | Monthly | 2025-05-21 | 55 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.2 | 2.731792 | 0.267007 | 1.0761 | 11.675009 | 11.748361 | 1,296 | 37,777,059,748.25453 | 4,555,617.014735 |
C0015 | 21 | Student | 11,671.32867 | Married | 0 | 392 | 26,525.88592 | 511.4263 | 2 | 6,666.226761 | Travel | 5 | 21,932 | 5.960492 | 3 | Chat | Biannual | 2025-05-08 | 24 | budgeting;savings strategies;risk management | index funds;blue-chip stocks;corporate bonds;high-yield savings;529 plan | 2.2 | 2.272544 | -0.822858 | 0.571114 | 9.364976 | 8.804959 | 441 | 309,592,332.83425 | 139,990.761987 |
C0016 | 61 | Unemployed | 1,000 | Married | 1 | 375 | 1,150.418406 | 39.501178 | 4 | 0 | Wealth Accumulation | 10 | 1,220 | 2.055752 | 4.2 | Email | Quarterly | 2025-03-11 | 54 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.6 | 1.149269 | -4.995005 | 0 | 6.908755 | 0 | 3,721 | 1,150,418.405639 | 0 |
C0017 | 46 | Salaried | 221,071.675519 | Married | 2 | 508 | 395,967.071538 | 8,460.841011 | 1 | 535,545.262357 | Wealth Accumulation | 7 | 319,322 | 2.240923 | 5.5 | App | Ad-hoc | 2025-05-24 | 40 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;debt consolidation loan | 1.9 | 1.791117 | -0.242709 | 2.422485 | 12.306247 | 13.191043 | 2,116 | 87,537,103,955.12927 | 24,635,082.068423 |
C0018 | 65 | Retired | 57,945.98933 | Married | 2 | 423 | 59,009.179391 | 3,006.440535 | 5 | 320,918.447763 | Estate Planning | 5 | 539,396 | 3.736576 | 6.9 | In-Person | Biannual | 2024-09-07 | 32 | budgeting;savings strategies;retirement income;college funding | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.4 | 1.01833 | -0.218303 | 5.538138 | 10.967284 | 12.678945 | 4,225 | 3,419,345,279.400173 | 20,859,699.104619 |
C0019 | 64 | Unemployed | 1,083.903698 | Single | 0 | 370 | 0 | 37.23331 | 3 | 7,110.12498 | Estate Planning | 7 | 618,577 | 3.135268 | 4.4 | Phone | Quarterly | 2025-08-22 | 48 | budgeting;savings strategies;tax-efficient investing;credit score | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 0 | -4.531367 | 6.553692 | 6.989247 | 8.869416 | 4,096 | 0 | 455,047.998719 |
C0020 | 56 | Unemployed | 1,000 | Married | 0 | 362 | 20,467.248484 | 47.0083 | 3 | 10,207.681628 | Retirement | 5 | 52,039 | 2.08534 | 2.8 | In-Person | Quarterly | 2025-06-27 | 35 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;high-yield savings;debt consolidation loan | 2 | 20.446802 | -4.995005 | 10.197484 | 6.908755 | 9.230994 | 3,136 | 20,467,248.483922 | 571,630.171172 |
C0021 | 34 | Salaried | 105,356.595076 | Divorced | 1 | 461 | 187,595.414624 | 3,554.856587 | 3 | 66,708.306253 | Home Purchase | 3 | 555,686 | 3.789878 | 7.4 | In-Person | Monthly | 2025-07-23 | 48 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.1 | 1.780559 | 0.353507 | 0.633161 | 11.565116 | 11.1081 | 1,156 | 19,764,414,136.615467 | 2,268,082.412605 |
C0022 | 65 | Self-Employed | 53,900.894798 | Married | 1 | 417 | 20,562.974264 | 2,014.364171 | 4 | 228,896.079982 | Estate Planning | 5 | 434,660 | 3.437944 | 6.1 | Phone | Biannual | 2025-11-11 | 43 | budgeting;savings strategies;social security;risk management;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.5 | 0.381489 | -0.112929 | 4.246531 | 10.894921 | 12.341028 | 4,225 | 1,108,362,712.515003 | 14,878,245.198823 |
C0023 | 67 | Retired | 101,047.112819 | Married | 0 | 414 | 78,904.067048 | 3,977.642693 | 6 | 448,643.887976 | Estate Planning | 5 | 558,576 | 3.757184 | 6.3 | Phone | Monthly | 2025-03-07 | 49 | tax optimization;estate planning;business succession;retirement income;charitable giving | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.2 | 0.780856 | 0.170366 | 4.439904 | 11.523352 | 13.013987 | 4,489 | 7,973,028,164.827062 | 30,059,140.494411 |
C0024 | 41 | Salaried | 556,695.021765 | Married | 2 | 490 | 389,283.913501 | 9,612.599728 | 4 | 828,712.523781 | Business Investment | 10 | 103,855 | 1 | 5.4 | Phone | Quarterly | 2025-12-23 | 47 | tax optimization;estate planning;tax-efficient investing | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.5 | 2.097819 | -0.073543 | 1.116466 | 12.131166 | 12.241339 | 1,681 | 72,237,472,233.16814 | 8,494,303.368751 |
C0025 | 56 | Salaried | 57,747.469102 | Single | 0 | 457 | 25,380.374944 | 2,090.620716 | 5 | 260,919.162451 | Retirement | 11 | 1,064,168 | 3.973391 | 5.9 | Email | Quarterly | 2024-08-27 | 38 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.7 | 0.439499 | 0.177935 | 4.518201 | 10.963852 | 12.47197 | 3,136 | 1,465,652,417.858831 | 14,611,473.097275 |
C0026 | 34 | Unemployed | 4,069.690359 | Married | 1 | 354 | 26,673.202953 | 215.168476 | 2 | 0 | Retirement | 28 | 123,450 | 3.65586 | 3.8 | App | Quarterly | 2025-08-26 | 36 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;debt consolidation loan | 2 | 6.552501 | -0.474197 | 0 | 8.311568 | 0 | 1,156 | 108,551,676.897277 | 0 |
C0027 | 65 | Salaried | 208,001.02569 | Single | 1 | 477 | 81,676.986818 | 10,467.028933 | 5 | 993,871.842904 | Retirement | 1 | 2,281,735 | 4.724971 | 6.2 | Phone | Quarterly | 2025-08-20 | 45 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 0.392674 | 0.309021 | 4.778183 | 12.245303 | 13.809365 | 4,225 | 16,988,897,033.426165 | 64,601,669.788748 |
C0028 | 60 | Self-Employed | 51,961.792073 | Married | 1 | 453 | 20,754.128285 | 2,467.152842 | 4 | 216,729.51989 | Wealth Accumulation | 20 | 50,669 | 4.419521 | 6.9 | Phone | Quarterly | 2024-10-19 | 32 | investment strategies;budgeting;savings strategies;tax strategies;long-term care | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.5 | 0.399404 | 0.06816 | 4.17086 | 10.858283 | 12.28641 | 3,600 | 1,078,421,698.602058 | 13,003,771.19342 |
C0029 | 18 | Student | 5,082.44524 | Married | 1 | 316 | 0 | 213.012284 | 2 | 34,161.893121 | Travel | 3 | 10,088 | 5.749681 | 2.9 | Email | Annual | 2025-09-25 | 45 | budgeting;savings strategies;emergency fund;insurance review | index funds;blue-chip stocks;corporate bonds;high-yield savings;529 plan | 3.1 | 0 | -1.207361 | 6.720224 | 8.533745 | 10.438895 | 324 | 0 | 614,914.076184 |
C0030 | 41 | Salaried | 193,329.675002 | Married | 3 | 463 | 209,431.664743 | 3,363.47568 | 3 | 510,642.899926 | Business Investment | 5 | 280,119 | 2.963482 | 5.5 | Email | Annual | 2025-12-06 | 54 | tax optimization;estate planning;tax-efficient investing | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.9 | 3.249813 | -0.376089 | 1.980949 | 11.073555 | 11.757139 | 1,681 | 13,496,451,893.31704 | 5,234,089.724244 |
C0031 | 54 | Self-Employed | 202,049.173551 | Married | 1 | 475 | 175,641.231846 | 8,957.324065 | 4 | 776,587.605099 | Retirement | 9 | 3,996,227 | 4.444052 | 5.9 | Email | Biannual | 2024-08-17 | 34 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.2 | 0.869295 | 0.004539 | 3.843538 | 12.216271 | 13.562666 | 2,916 | 35,488,165,735.90221 | 41,935,730.675359 |
C0032 | 53 | Salaried | 200,410.112738 | Widowed | 0 | 516 | 162,336.334276 | 8,230.206727 | 3 | 403,220.459019 | Travel | 1 | 22,317 | 3.651669 | 8.9 | In-Person | Annual | 2025-07-28 | 45 | tax optimization;estate planning;business succession;charitable giving;retirement income | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.3 | 0.810017 | 0.346199 | 2.011967 | 12.208126 | 12.907241 | 2,809 | 32,533,843,053.667744 | 21,370,684.328003 |
C0033 | 36 | Self-Employed | 91,068.011101 | Married | 2 | 428 | 270,305.650657 | 4,146.675621 | 1 | 135,752.01567 | Home Purchase | 3 | 571,279 | 3.637423 | 5.2 | Email | Quarterly | 2025-07-30 | 36 | mortgage options;down payment;budgeting;savings strategies;college funding | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3 | 2.968141 | 0.282643 | 1.49065 | 11.419373 | 11.818592 | 1,296 | 24,616,197,994.72452 | 4,887,072.564107 |
C0034 | 51 | Self-Employed | 297,076.156284 | Married | 1 | 483 | 378,735.00905 | 11,340.063137 | 1 | null | Travel | 3 | 7,666 | 2.228211 | 5.9 | Phone | Quarterly | 2025-05-02 | 43 | tax optimization;estate planning;insurance review;long-term care | treasury bonds;money market;CDs;traditional IRA;tax-efficient funds | null | 1.274871 | 0.322556 | 3.309399 | 12.601747 | 13.798515 | 2,601 | 112,513,140,738.93892 | 50,140,490.570451 |
C0035 | 60 | Salaried | 129,933.179648 | Married | 0 | 447 | 117,497.784311 | 5,069.77118 | 4 | 611,548.356029 | Estate Planning | 10 | 686,972 | 5.124016 | 7.1 | Phone | Monthly | 2024-11-15 | 37 | tax optimization;estate planning;tax strategies;business succession | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.3 | 0.904287 | 0.204359 | 4.706601 | 11.774783 | 13.323751 | 3,600 | 15,266,860,717.109776 | 36,692,901.361756 |
C0036 | 55 | Self-Employed | 110,489.6254 | Married | 2 | 480 | 157,497.84902 | 5,799.127422 | 6 | 518,271.047515 | Healthcare | 10 | 149,352 | 4.851122 | 6.2 | In-Person | Monthly | 2024-10-04 | 41 | budgeting;savings strategies;risk management | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 4 | 1.425441 | -0.054144 | 4.690634 | 11.612686 | 13.158256 | 3,025 | 17,401,878,339.53858 | 28,504,907.613301 |
C0037 | 59 | Self-Employed | 212,596.45438 | Married | 0 | 473 | 135,339.551289 | 10,602.924137 | 4 | 1,134,095.372376 | Healthcare | 5 | 61,336 | 5.131572 | 6.7 | Email | Ad-hoc | 2024-10-30 | 41 | tax optimization;estate planning;credit score;college funding;retirement income | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.8 | 0.6366 | 0.472294 | 5.334473 | 12.267156 | 13.941347 | 3,481 | 28,772,708,741.522022 | 66,911,626.970178 |
C0038 | 24 | Student | 6,730.319504 | Married | 1 | 353 | 7,199.710328 | 296.344483 | 3 | 0 | Travel | 2 | 29,446 | 4.770946 | 2.1 | App | Quarterly | 2025-01-14 | 40 | budgeting;savings strategies;emergency fund;medicare | index funds;blue-chip stocks;corporate bonds;high-yield savings;529 plan | 2.4 | 1.069584 | -2.171592 | 0 | 8.814526 | 0 | 576 | 48,456,350.847823 | 0 |
C0039 | 43 | Salaried | 352,614.511609 | Single | 1 | 462 | 317,838.56357 | 14,813.977621 | 2 | 559,432.249641 | Retirement | 21 | 6,302,499 | 2.1753 | 4.9 | Email | Annual | 2024-11-15 | 30 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.1 | 1.802744 | 0.195971 | 1.586517 | 12.773134 | 13.234679 | 1,849 | 112,074,489,863.6042 | 24,055,586.734544 |
C0040 | 76 | Retired | 65,632.444943 | Single | 0 | 433 | 92,402.76411 | 3,291.972947 | 2 | 413,438.204744 | Healthcare | 20 | 261,824 | 4.60137 | 6.9 | Phone | Quarterly | 2025-10-01 | 30 | tax optimization;estate planning;tax strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 1.407861 | 0.275598 | 6.2992 | 11.091841 | 12.932266 | 5,776 | 6,064,619,328.084361 | 31,421,303.560542 |
C0041 | 55 | Unemployed | 7,846.86632 | Married | 1 | 346 | 7,055.292018 | 354.847774 | 3 | 16,362.395403 | Retirement | 8 | 85,037 | 3.567229 | 6.1 | In-Person | Quarterly | 2024-10-09 | 46 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.1 | 0.899008 | 0.168054 | 2.084948 | 8.967997 | 9.702802 | 3,025 | 55,361,933.316904 | 899,931.747189 |
C0042 | 27 | Salaried | 65,587.473125 | Divorced | 0 | 429 | 90,958.682108 | 2,753.353559 | 3 | 0 | Wealth Accumulation | 3 | 50,377 | 5.721442 | 5 | App | Quarterly | 2025-12-05 | 38 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.1 | 1.386809 | 0.333099 | 0 | 11.091155 | 0 | 729 | 5,965,750,118.250585 | 0 |
C0043 | 58 | Self-Employed | 49,364.40687 | Single | 0 | 425 | 50,278.78187 | 2,175.580727 | 4 | 246,746.355865 | Retirement | 4 | 764,815 | 4.084953 | 5.8 | Chat | Quarterly | 2025-02-09 | 39 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 1.018502 | 0.169844 | 4.998366 | 10.807005 | 12.41612 | 3,364 | 2,481,982,245.179116 | 14,311,288.640187 |
C0044 | 58 | Unemployed | 1,000 | Single | 0 | 362 | 2,775.847669 | 38.181443 | 4 | 0 | Retirement | 6 | 22,094 | 2.674512 | 4.3 | Phone | Annual | 2025-05-15 | 17 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;traditional IRA;debt consolidation loan | 1.3 | 2.773075 | -4.995005 | 0 | 6.908755 | 0 | 3,364 | 2,775,847.669077 | 0 |
C0045 | 38 | Salaried | 178,135.912039 | Married | 1 | 471 | 486,274.062397 | 6,687.407261 | 5 | 254,237.470372 | Home Purchase | 1 | 871,500 | 1.683771 | 4.5 | App | Monthly | 2025-09-04 | 31 | mortgage options;down payment;budgeting;savings strategies;insurance review | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.1 | 2.729777 | 0.158619 | 1.427203 | 12.090308 | 12.446028 | 1,444 | 86,622,873,605.68456 | 9,661,023.874149 |
C0046 | 27 | Self-Employed | 466,097.246333 | Married | 1 | 433 | 239,306.985587 | 25,141.001721 | 3 | 332,130.02502 | Emergency Fund | 1 | 228,535 | 3.561689 | 4.7 | Email | Quarterly | 2024-10-17 | 33 | tax optimization;estate planning;credit score | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.2 | 1.02685 | 0.230666 | 0.712574 | 13.052152 | 12.713285 | 729 | 111,540,327,010.52852 | 8,967,510.675544 |
C0047 | 62 | Salaried | 261,119.444916 | Married | 1 | 485 | 194,766.123363 | 13,978.549792 | 6 | 1,185,010.841225 | Wealth Accumulation | 7 | 225,251 | 4.830914 | 6.4 | Email | Monthly | 2024-08-11 | 34 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.3 | 0.745886 | -0.060066 | 4.538177 | 12.472737 | 13.985263 | 3,844 | 50,857,222,021.1021 | 73,470,672.155925 |
C0048 | 24 | Student | 28,186.488905 | Married | 0 | 366 | 38,649.860636 | 1,186.667102 | 2 | 2,220.1284 | Debt Reduction | 1 | 35,198 | 5.413982 | 4.7 | App | Biannual | 2025-09-26 | 44 | debt payoff strategies;budgeting;savings strategies;credit score;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.7 | 1.371171 | -0.11585 | 0.078763 | 10.246634 | 7.705771 | 576 | 1,089,403,867.984414 | 53,283.081597 |
C0049 | 23 | Unemployed | 1,913.473158 | Married | 0 | 312 | 5,611.41934 | 84.322837 | 1 | 32,358.53762 | Education | 3 | 172,738 | 6.782361 | 3.4 | Email | Quarterly | 2024-09-28 | 40 | education savings;529 plans;budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3 | 2.931051 | -2.134544 | 16.902059 | 7.557198 | 10.384664 | 529 | 10,737,300.287 | 744,246.365257 |
C0050 | 63 | Salaried | 43,294.839379 | Married | 0 | 440 | 33,833.476093 | 2,189.270424 | 5 | 244,262.025942 | Healthcare | 10 | 181,632 | 3.725181 | 5.6 | In-Person | Annual | 2024-11-15 | 41 | budgeting;savings strategies;credit score | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 0.781449 | -0.16189 | 5.641697 | 10.675812 | 12.406001 | 3,969 | 1,464,814,913.085428 | 15,388,507.634356 |
C0051 | 50 | Salaried | 222,666.335878 | Single | 0 | 495 | 80,849.033178 | 10,789.277149 | 3 | 560,051.591125 | Healthcare | 7 | 160,149 | 4.690217 | 7.5 | In-Person | Quarterly | 2025-11-30 | 28 | tax optimization;estate planning;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3 | 0.363093 | 0.463662 | 2.515194 | 12.313434 | 13.235786 | 2,500 | 18,002,357,976.886677 | 28,002,579.556253 |
C0052 | 63 | Salaried | 76,388.670878 | Married | 1 | 428 | 60,629.701584 | 2,704.71473 | 4 | 281,021.136691 | Retirement | 2 | 1,096,169 | 3.462698 | 6.1 | Phone | Biannual | 2025-07-21 | 26 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 0.79369 | 0.38294 | 3.678784 | 11.243603 | 12.546189 | 3,969 | 4,631,422,319.748314 | 17,704,331.611513 |
C0053 | 31 | Self-Employed | 291,079.311999 | Single | 0 | 425 | 842,345.851543 | 11,974.342232 | 4 | 187,315.505799 | Debt Reduction | 2 | 251,616 | 1.848538 | 4.6 | Email | Quarterly | 2025-10-15 | 34 | debt payoff strategies;budgeting;savings strategies;social security;retirement income | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.8 | 2.893861 | 0.318535 | 0.643518 | 12.581354 | 12.140555 | 961 | 245,189,450,932.2689 | 5,806,780.679763 |
C0054 | 40 | Salaried | 112,035.705155 | Married | 1 | 454 | 142,419.60837 | 4,318.395816 | 5 | 141,081.125548 | Home Purchase | 5 | 753,167 | 3.74532 | 6.2 | Email | Quarterly | 2024-09-11 | 41 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.7 | 1.271187 | 0.095145 | 1.25924 | 11.626582 | 11.857097 | 1,600 | 15,956,081,251.679222 | 5,643,245.021932 |
C0055 | 44 | Salaried | 101,027.99809 | Married | 2 | 448 | 247,148.481721 | 5,456.838293 | 2 | 170,906.479897 | Retirement | 16 | 2,333,661 | 2.968622 | 6.4 | Email | Biannual | 2025-10-31 | 27 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;debt consolidation loan | 1.9 | 2.446312 | -0.137188 | 1.691658 | 11.523163 | 12.048878 | 1,936 | 24,968,916,339.29705 | 7,519,885.115451 |
C0056 | 29 | Self-Employed | 250,094.120476 | Married | 2 | 448 | 346,657.416105 | 12,237.426209 | 1 | 129,092.746314 | Debt Reduction | 3 | 189,872 | 3.350803 | 5.8 | App | Quarterly | 2025-06-04 | 48 | debt payoff strategies;budgeting;savings strategies;college funding;social security | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.5 | 1.386102 | 0.023424 | 0.516175 | 12.429597 | 11.768294 | 841 | 86,696,981,587.35515 | 3,743,689.643117 |
C0057 | 61 | Retired | 116,102.129907 | Married | 0 | 420 | 126,169.250728 | 3,985.605216 | 6 | 480,932.812861 | Wealth Accumulation | 10 | 115,204 | 3.505536 | 5.3 | Email | Biannual | 2025-07-14 | 28 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 1.0867 | -0.065406 | 4.14229 | 11.662234 | 13.083485 | 3,721 | 14,648,518,738.276064 | 29,336,901.584544 |
C0058 | 58 | Salaried | 129,988.150497 | Single | 0 | 470 | 113,901.31216 | 6,770.318989 | 8 | 520,469.456388 | Healthcare | 10 | 299,657 | 4.952546 | 6.3 | Email | Biannual | 2024-09-17 | 31 | tax optimization;estate planning;retirement income;emergency fund;long-term care | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 0.876237 | 0.529276 | 4.003945 | 11.775206 | 13.162488 | 3,364 | 14,805,820,906.83271 | 30,187,228.470502 |
C0059 | 57 | Salaried | 91,269.053726 | Married | 2 | 465 | 59,455.378152 | 4,806.757691 | 3 | 316,089.193885 | Healthcare | 7 | 295,752 | 3.732259 | 6.6 | Email | Ad-hoc | 2024-09-09 | 28 | tax optimization;estate planning;business succession;retirement income;social security | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.4 | 0.651423 | -0.070504 | 3.46323 | 11.421578 | 12.663783 | 3,249 | 5,426,436,102.824558 | 18,017,084.051435 |
C0060 | 42 | Salaried | 227,963.180508 | Married | 1 | 488 | 405,558.918692 | 9,181.544679 | 3 | 318,758.748942 | Retirement | 20 | 5,812,949 | 1.127437 | 7.5 | In-Person | Biannual | 2025-12-17 | 43 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA;529 plan | 2.6 | 1.779047 | 0.009103 | 1.398284 | 12.336944 | 12.672193 | 1,764 | 92,452,500,988.61484 | 13,387,867.455562 |
C0061 | 61 | Self-Employed | 133,816.303049 | Married | 1 | 481 | 146,891.213585 | 6,250.274492 | 3 | 801,525.278863 | Healthcare | 7 | 212,782 | 4.682726 | 7 | In-Person | Annual | 2024-08-04 | 24 | tax optimization;estate planning;social security;risk management;long-term care | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.3 | 1.0977 | 0.290847 | 5.989698 | 11.804231 | 13.594273 | 3,721 | 19,656,439,152.29413 | 48,893,042.010642 |
C0062 | 69 | Retired | 36,265.364093 | Married | 1 | 395 | 50,755.989257 | 1,724.145311 | 3 | 287,865.794862 | Estate Planning | 5 | 559,301 | 4.574154 | 5.6 | Email | Monthly | 2024-11-25 | 33 | budgeting;savings strategies;tax strategies;charitable giving | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.2 | 1.399533 | -0.077059 | 7.937542 | 10.498646 | 12.570253 | 4,761 | 1,840,684,430.313227 | 19,862,739.845492 |
C0063 | 42 | Salaried | 95,323.660104 | Divorced | 0 | 452 | 212,401.770817 | 4,626.270952 | 2 | 137,227.897953 | Retirement | 22 | 3,185,448 | 3.292948 | 5.6 | In-Person | Biannual | 2025-10-28 | 34 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.4 | 2.228193 | 0.366156 | 1.439584 | 11.465044 | 11.829406 | 1,764 | 20,246,914,206.837566 | 5,763,571.714039 |
C0064 | 47 | Self-Employed | 128,501.173504 | Married | 0 | 475 | 311,515.847865 | 6,139.966167 | 4 | 382,522.382167 | Wealth Accumulation | 7 | 211,971 | 3.656261 | 5.5 | Phone | Quarterly | 2025-12-07 | 42 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.4 | 2.424207 | 0.316704 | 2.976778 | 11.763701 | 12.854545 | 2,209 | 40,030,152,015.60292 | 17,978,551.961871 |
C0065 | 25 | Student | 10,650.10329 | Single | 0 | 377 | 371.236741 | 479.192081 | 2 | 23,329.294389 | Debt Reduction | 1 | 7,376 | 5.959021 | 4.8 | App | Monthly | 2025-05-15 | 46 | debt payoff strategies;budgeting;savings strategies;charitable giving;long-term care | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.4 | 0.034854 | 0.288994 | 2.190317 | 9.273419 | 10.057508 | 625 | 3,953,709.636478 | 583,232.359713 |
C0066 | 34 | Unemployed | 20,462.880343 | Married | 1 | 342 | 2,235.261439 | 362.909739 | 3 | 0 | Debt Reduction | 1 | 2,143 | 4.101519 | 5 | App | Quarterly | 2025-10-29 | 35 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 0.327657 | 0.120341 | 0 | 8.827902 | 0 | 1,156 | 15,246,629.122935 | 0 |
C0067 | 76 | Retired | 67,464.959514 | Married | 1 | 420 | 83,016.64705 | 2,968.984125 | 5 | 510,111.896638 | Healthcare | 20 | 295,565 | 5.635436 | 6.9 | In-Person | Quarterly | 2025-11-16 | 29 | budgeting;savings strategies;retirement income;business succession | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.7 | 1.230497 | -0.151529 | 7.561026 | 11.119378 | 13.142387 | 5,776 | 5,600,714,732.15977 | 38,768,504.144512 |
C0068 | 24 | Student | 17,535.131592 | Divorced | 2 | 379 | 16,757.49686 | 625.022679 | 1 | 43,574.45766 | Education | 3 | 124,013 | 6.446533 | 4.9 | App | Biannual | 2025-03-06 | 39 | education savings;529 plans;budgeting;savings strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.3 | 0.955598 | 0.14525 | 2.484839 | 9.772019 | 10.682249 | 576 | 293,844,912.578544 | 1,045,786.98384 |
C0069 | 52 | Self-Employed | 42,665.5441 | Single | 1 | 472 | 37,214.687709 | 1,493.672241 | 2 | 148,084.986066 | Wealth Accumulation | 10 | 29,139 | 3.816874 | 7.2 | In-Person | Ad-hoc | 2024-08-11 | 29 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.4 | 0.872222 | 0.031911 | 3.470752 | 10.66117 | 11.905548 | 2,704 | 1,587,784,899.637502 | 7,700,419.275444 |
C0070 | 85 | Retired | 34,803.520982 | Married | 0 | 364 | 26,441.537573 | 1,173.441763 | 4 | 378,891.591828 | Estate Planning | 5 | 314,028 | 4.896595 | 5.4 | Email | Monthly | 2025-03-24 | 54 | tax optimization;estate planning;business succession | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.4 | 0.759716 | -0.033688 | 10.886275 | 10.457503 | 12.845008 | 7,225 | 920,258,607.694383 | 32,205,785.305377 |
C0071 | 33 | Salaried | 162,635.582422 | Married | 1 | 437 | 587,717.978114 | 6,871.093774 | 1 | 92,159.912718 | Home Purchase | 3 | 902,213 | 2.081712 | 5.2 | App | Quarterly | 2025-07-07 | 45 | mortgage options;down payment;budgeting;savings strategies;medicare | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.4 | 3.613689 | 0.342577 | 0.566662 | 11.999273 | 11.431291 | 1,089 | 95,583,855,670.45276 | 3,041,277.119679 |
C0072 | 22 | Student | 15,861.146266 | Married | 0 | 353 | 6,558.491448 | 618.993216 | 2 | 0 | Travel | 1 | 11,186 | 6.186435 | 5.5 | Phone | Annual | 2024-09-25 | 45 | budgeting;savings strategies;long-term care;estate planning;emergency fund | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 0.413468 | 0.20181 | 0 | 9.671691 | 0 | 484 | 104,025,192.142676 | 0 |
C0073 | 21 | Student | 10,651.695844 | Married | 0 | 354 | 18,857.615824 | 553.714853 | 1 | 15,731.15113 | Education | 3 | 161,484 | 6.251877 | 4.2 | Phone | Quarterly | 2024-07-07 | 36 | education savings;529 plans;budgeting;savings strategies;emergency fund | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.9 | 1.77022 | -0.313564 | 1.47673 | 9.273568 | 9.663462 | 441 | 200,865,588.092649 | 330,354.173735 |
C0074 | 52 | Salaried | null | Single | 0 | 486 | 306,513.041816 | null | 3 | 581,879.656654 | Healthcare | 7 | 213,383 | 3.937833 | 7.9 | Phone | Quarterly | 2025-08-10 | 47 | tax optimization;estate planning;investment allocation;insurance review;charitable giving | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.5 | 1.305085 | 0.264291 | 2.477554 | null | 13.274021 | 2,704 | null | 30,257,742.146006 |
C0075 | 77 | Retired | 48,726.019584 | Married | 0 | 376 | 29,099.681978 | 2,474.715865 | 5 | 515,706.127328 | Healthcare | 7 | 161,610 | 6.16592 | 4.5 | In-Person | Ad-hoc | 2025-03-11 | 39 | tax optimization;estate planning;retirement income;investment allocation | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 0.597198 | -0.494879 | 10.583576 | 10.793989 | 13.153294 | 5,929 | 1,417,911,673.935385 | 39,709,371.804248 |
C0076 | 54 | Salaried | 243,653.610018 | Widowed | 0 | 476 | 118,904.038635 | 12,524.192088 | 4 | 754,816.776816 | Estate Planning | 15 | 1,831,997 | 4.744048 | 7.7 | In-Person | Annual | 2025-11-23 | 24 | tax optimization;estate planning;long-term care;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.4 | 0.488002 | 0.256025 | 3.097897 | 12.403507 | 13.534232 | 2,916 | 28,971,398,259.137817 | 40,760,105.94807 |
C0077 | 64 | Retired | 92,176.188273 | Married | 2 | 456 | 54,383.645313 | 3,644.042883 | 5 | 469,025.18639 | Retirement | 1 | 1,069,383 | 3.777648 | 6.2 | App | Annual | 2024-10-06 | 36 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 0.58999 | 0.103281 | 5.0883 | 11.431468 | 13.058414 | 4,096 | 5,012,877,129.345703 | 30,017,611.92894 |
C0078 | 34 | Salaried | 222,420.970598 | Divorced | 1 | 493 | 300,362.849334 | 9,388.56314 | 2 | 226,854.972466 | Home Purchase | 5 | 981,181 | 1.933079 | 6.5 | In-Person | Monthly | 2025-04-19 | 35 | mortgage options;down payment;budgeting;savings strategies;medicare | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.3 | 1.350419 | 0.176156 | 1.019931 | 12.312332 | 12.332071 | 1,156 | 66,806,996,480.42511 | 7,713,069.06386 |
C0079 | 52 | Salaried | 96,074.043106 | Married | 1 | 454 | 29,373.175837 | 3,826.425098 | 3 | 270,137.962871 | Retirement | 17 | 2,928,664 | 3.535196 | 6.5 | Phone | Annual | 2025-06-14 | 25 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.4 | 0.305732 | 0.181629 | 2.811739 | 11.472885 | 12.506692 | 2,704 | 2,821,999,761.56729 | 14,047,174.069303 |
C0080 | 32 | Self-Employed | 403,520.173025 | Single | 0 | 413 | 399,401.067755 | 4,724.775821 | 1 | 635,711.189836 | Retirement | 29 | 6,016,221 | 4.269623 | 3.5 | Email | Monthly | 2025-07-21 | 24 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.3 | 2.969354 | 0.365858 | 1.181551 | 11.809377 | 11.976212 | 1,024 | 53,722,129,322.22308 | 5,085,689.518685 |
C0081 | 60 | Retired | 97,956.312449 | Single | 0 | 465 | 136,316.63069 | 5,150.963903 | 2 | 453,015.26211 | Retirement | 5 | 1,344,546 | 4.333099 | 6.5 | Phone | Quarterly | 2025-08-23 | 37 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.4 | 1.391592 | 0.242803 | 4.624619 | 11.492287 | 13.023683 | 3,600 | 13,353,074,467.7841 | 27,180,915.726609 |
C0082 | 27 | Salaried | 137,571.450286 | Married | 0 | 437 | 168,744.574189 | 6,351.003961 | 2 | 77,543.11418 | Home Purchase | 7 | 809,867 | 5.609567 | 5.5 | Email | Monthly | 2024-09-18 | 59 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.4 | 1.226587 | 0.44366 | 0.563653 | 11.831906 | 11.258602 | 729 | 23,214,435,799.09121 | 2,093,664.082872 |
C0083 | 35 | Salaried | 252,623.576179 | Married | 3 | 475 | 746,513.601192 | 9,118.407983 | 3 | 262,975.66966 | Business Investment | 10 | 255,388 | 1.884585 | 6.8 | Chat | Quarterly | 2025-09-24 | 36 | tax optimization;estate planning;tax strategies | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.7 | 2.955032 | 0.027122 | 1.040974 | 12.43966 | 12.479821 | 1,225 | 188,586,935,599.3931 | 9,204,148.438091 |
C0084 | 23 | Self-Employed | 192,835.919127 | Married | 0 | 443 | 265,520.547072 | 7,255.68831 | 1 | 17,785.637656 | Education | 3 | 159,872 | 3.851282 | 4.5 | App | Quarterly | 2025-07-08 | 30 | education savings;529 plans;budgeting;savings strategies;risk management | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.1 | 1.376918 | 0.071106 | 0.092231 | 12.1696 | 9.786203 | 529 | 51,201,898,741.73446 | 409,069.666091 |
C0085 | 33 | Salaried | 518,400.076765 | Married | 0 | 466 | 626,648.897593 | 7,382.710552 | 6 | 632,269.500209 | Retirement | 30 | 7,244,039 | 1.930999 | 5 | Email | Quarterly | 2024-11-23 | 37 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.2 | 3.626419 | 0.391873 | 0.914736 | 12.059896 | 11.970783 | 1,089 | 108,284,945,538.9676 | 5,216,223.376725 |
C0086 | 85 | Retired | 30,771.971826 | Single | 0 | 348 | 29,321.737125 | 1,059.000792 | 5 | 321,113.832646 | Healthcare | 15 | 264,877 | 5.259546 | 5.3 | Chat | Quarterly | 2025-05-28 | 32 | budgeting;savings strategies;investment allocation;college funding;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.6 | 0.952841 | 0.065251 | 10.434931 | 10.334392 | 12.679554 | 7,225 | 902,287,668.687434 | 27,294,675.774937 |
C0087 | 78 | Retired | 48,305.608471 | Married | 1 | 398 | 51,921.16353 | 1,883.910459 | 3 | 268,460.848138 | Healthcare | 10 | 257,820 | 4.485684 | 6.8 | Email | Biannual | 2025-08-26 | 49 | budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.9 | 1.074825 | 0.063213 | 5.557435 | 10.785324 | 12.500464 | 6,084 | 2,508,083,396.847398 | 20,939,946.154757 |
C0088 | 85 | Retired | 60,093.004439 | Married | 1 | 397 | 25,372.308114 | 2,883.771125 | 3 | 635,651.527207 | Travel | 1 | 11,205 | 5.593569 | 7.2 | In-Person | Quarterly | 2024-08-18 | 41 | tax optimization;estate planning;long-term care;tax-efficient investing;college funding | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.2 | 0.42221 | -0.211319 | 10.57762 | 11.003665 | 13.362407 | 7,225 | 1,524,698,224.13252 | 54,030,379.812582 |
C0089 | 22 | Salaried | 162,228.959185 | Single | 0 | 429 | 222,378.501089 | 8,518.394173 | 2 | 27,046.961895 | Education | 7 | 111,009 | 3.894417 | 5.3 | In-Person | Biannual | 2025-06-25 | 37 | education savings;529 plans;budgeting;savings strategies;business succession | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.7 | 1.370761 | 0.368668 | 0.16672 | 11.99677 | 10.205367 | 484 | 36,076,232,776.80224 | 595,033.161698 |
C0090 | 70 | Retired | 96,059.069732 | Single | 1 | null | 60,266.472408 | 5,060.574738 | 5 | 631,588.383252 | Estate Planning | 5 | 1,316,909 | 5.440031 | null | Phone | Biannual | 2025-01-22 | 30 | budgeting;savings strategies;tax strategies;insurance review | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.3 | 0.627383 | 0.296305 | 6.574932 | 11.472729 | 13.355995 | 4,900 | 5,789,141,275.544987 | 44,211,186.827662 |
C0091 | 58 | Salaried | 91,874.310197 | Single | 0 | 463 | 80,202.500095 | 4,057.837701 | 3 | 322,054.993055 | Wealth Accumulation | 10 | 131,176 | 4.150616 | 7.2 | In-Person | Biannual | 2024-09-28 | 32 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA;debt consolidation loan | 1.9 | 0.872949 | 0.54115 | 3.505349 | 11.428188 | 12.682481 | 3,364 | 7,368,549,372.354459 | 18,679,189.597187 |
C0092 | 24 | Student | 17,023.579962 | Married | 0 | 392 | 15,470.384924 | 678.160998 | 3 | 0 | Education | 3 | 105,670 | 5.720345 | 5 | App | Annual | 2025-12-03 | 33 | education savings;529 plans;budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.1 | 0.908709 | -0.011537 | 0 | 9.742413 | 0 | 576 | 263,361,334.795885 | 0 |
C0093 | 27 | Salaried | 83,901.787624 | Married | 1 | 429 | 105,096.305695 | 4,406.147221 | 3 | 0 | Debt Reduction | 3 | 113,855 | 5.62775 | 4.9 | Phone | Biannual | 2025-09-28 | 31 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;debt consolidation loan | 1.9 | 1.252596 | 0.172173 | 0 | 11.337414 | 0 | 729 | 8,817,767,920.499304 | 0 |
C0094 | 50 | Salaried | 65,664.351414 | Married | 2 | 492 | 67,932.351563 | 3,264.934025 | 3 | 215,570.551951 | Wealth Accumulation | 15 | 95,336 | 3.847288 | 6.4 | Phone | Monthly | 2024-12-23 | 39 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.6 | 1.034524 | -0.313402 | 3.282866 | 11.092327 | 12.281048 | 2,500 | 4,460,733,805.410257 | 10,778,527.597574 |
C0095 | 30 | Salaried | 64,935.567387 | Widowed | 2 | 416 | 101,782.431575 | 2,958.778192 | 3 | 32,009.257652 | Retirement | 40 | 3,211,112 | 4.337936 | 4.4 | App | Annual | 2024-10-07 | 28 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.2 | 1.567413 | -0.030991 | 0.492931 | 11.081166 | 10.373812 | 900 | 6,609,299,944.39973 | 960,277.729558 |
C0096 | 51 | Salaried | 59,388.940207 | Married | 1 | 469 | 57,239.232408 | 3,012.198265 | 5 | 128,668.016774 | Retirement | 19 | 2,090,525 | 3.44385 | 5.1 | Email | Biannual | 2025-10-17 | 26 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.2 | 0.963787 | -0.530781 | 2.166495 | 10.99188 | 11.764999 | 2,601 | 3,399,377,351.022095 | 6,562,068.855465 |
C0097 | 63 | Salaried | 112,807.481108 | Married | 1 | 467 | 53,519.336922 | 4,838.572249 | 5 | 452,187.84562 | Wealth Accumulation | 3 | 113,037 | 3.514337 | 6.8 | Email | Quarterly | 2025-10-02 | 34 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.2 | 0.474427 | 0.346423 | 4.008456 | 11.633447 | 13.021855 | 3,969 | 6,037,381,588.792217 | 28,487,834.274041 |
C0098 | 28 | Salaried | 106,372.221089 | Single | 0 | 450 | 87,163.854047 | 3,794.374323 | 4 | 20,955.222429 | Retirement | 34 | 5,412,820 | 5.181506 | 5.6 | Email | Monthly | 2025-02-11 | 41 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.5 | 0.819415 | 0.356633 | 0.196997 | 11.574709 | 9.950191 | 784 | 9,271,812,753.639551 | 586,746.228001 |
C0099 | 70 | Retired | 86,242.453827 | Married | 1 | 440 | 95,358.803387 | 4,560.49758 | 3 | 506,940.39905 | Healthcare | 7 | 211,542 | 4.831997 | 7.1 | In-Person | Biannual | 2025-03-06 | 42 | tax optimization;estate planning;investment allocation | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.5 | 1.105693 | 0.093207 | 5.878016 | 11.364929 | 13.136151 | 4,900 | 8,223,977,198.059324 | 35,485,827.933492 |
C0100 | 45 | Salaried | 189,987.651466 | Divorced | 0 | 503 | 250,255.342827 | 8,446.56235 | 5 | 386,143.806731 | Home Purchase | 2 | 1,148,180 | 1.204706 | 6.6 | Phone | Quarterly | 2025-08-19 | 45 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.1 | 1.317212 | 0.531335 | 2.032457 | 12.15472 | 12.863968 | 2,025 | 47,545,424,850.72907 | 17,376,471.302905 |
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