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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C0201 | 76 | Retired | 24,817.149441 | Single | 0 | 394 | 31,919.327254 | 990.59727 | 4 | 183,039.627599 | Estate Planning | 7 | 991,541 | 4.413598 | 6.9 | In-Person | Monthly | 2025-05-01 | 33 | budgeting;savings strategies;long-term care | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.7 | 1.286128 | -0.005756 | 7.375233 | 10.11933 | 12.117463 | 5,776 | 792,146,714.525868 | 13,911,011.697556 |
C0202 | 36 | Unemployed | 3,628.138105 | Single | 0 | 369 | 6,056.109823 | 149.645035 | 4 | 0 | Retirement | 28 | 47,897 | 3.647677 | 4.9 | Email | Biannual | 2024-12-29 | 37 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.3 | 1.668746 | -0.653561 | 0 | 8.19675 | 0 | 1,296 | 21,972,402.819252 | 0 |
C0203 | 65 | Retired | 75,555.204973 | Married | 2 | 450 | 77,734.305566 | 3,789.228805 | 4 | 413,787.402242 | Healthcare | 10 | 136,268 | 3.825772 | 7.8 | In-Person | Biannual | 2024-10-30 | 35 | budgeting;savings strategies;tax strategies;college funding | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.7 | 1.028828 | -0.009169 | 5.476551 | 11.232632 | 12.93311 | 4,225 | 5,873,231,390.486949 | 26,896,181.145703 |
C0204 | 21 | Student | 16,743.208208 | Married | 0 | 377 | 17,871.706379 | 587.245939 | 1 | 21,248.75524 | Travel | 5 | 15,794 | 6.770023 | 5.1 | Chat | Annual | 2025-06-12 | 44 | budgeting;savings strategies;risk management | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3 | 1.067337 | 0.151408 | 1.269021 | 9.725808 | 9.964101 | 441 | 299,229,700.933556 | 446,223.86005 |
C0205 | 32 | Unemployed | 1,000 | Married | 1 | 318 | 1,849.915177 | 42.602947 | 4 | 62,621.838293 | Home Purchase | 1 | 5,932 | 8.993192 | 2.8 | In-Person | Biannual | 2025-02-11 | 38 | mortgage options;down payment;budgeting;savings strategies;emergency fund | growth stocks;sector ETFs;crypto assets;high-yield savings;529 plan | 3.2 | 1.848067 | -4.995005 | 62.559279 | 6.908755 | 11.044885 | 1,024 | 1,849,915.176777 | 2,003,898.825386 |
C0206 | 31 | Unemployed | 1,000 | Divorced | 0 | 341 | 19,629.271208 | 42.431579 | 4 | 22,323.902691 | Home Purchase | 1 | 12,906 | 4.307071 | 1.6 | Email | Quarterly | 2024-09-03 | 34 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings;529 plan | 2.1 | 19.609662 | -4.995005 | 22.301601 | 6.908755 | 10.013458 | 961 | 19,629,271.208272 | 692,040.983435 |
C0207 | 45 | Unemployed | 3,238.141069 | Single | 0 | 346 | 20,280.161804 | 147.211306 | 4 | 33,014.99916 | Home Purchase | 7 | 4,958 | 3.853074 | 4.2 | App | Annual | 2025-08-07 | 29 | mortgage options;down payment;budgeting;savings strategies;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 6.260969 | -0.852652 | 10.192517 | 8.083063 | 10.404748 | 2,025 | 65,670,024.818688 | 1,485,674.962187 |
C0208 | 73 | Retired | 26,769.143804 | Married | 0 | 388 | 0 | 1,089.65405 | 2 | 139,125.845025 | Emergency Fund | 2 | 12,950 | 4.207783 | 6 | App | Biannual | 2025-10-17 | 19 | budgeting;savings strategies;medicare;investment allocation | index funds;blue-chip stocks;corporate bonds;traditional IRA;debt consolidation loan | 2 | 0 | -0.2852 | 5.197053 | 10.195043 | 11.843141 | 5,329 | 0 | 10,156,186.686847 |
C0209 | 41 | Salaried | 220,315.190745 | Married | 2 | 460 | 296,386.211517 | 9,992.957731 | 2 | 243,561.297351 | Home Purchase | 3 | 1,187,730 | 1.462746 | 6.4 | Phone | Annual | 2024-07-20 | 31 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;debt consolidation loan | 2 | 1.345277 | -0.120122 | 1.105508 | 12.302819 | 12.403128 | 1,681 | 65,298,384,724.7116 | 9,986,013.191381 |
C0210 | 25 | Student | 32,207.925963 | Divorced | 1 | 350 | 12,015.055666 | 1,735.131073 | 1 | 6,432.28374 | Home Purchase | 5 | 111,334 | 5.647602 | 7.7 | In-Person | Quarterly | 2024-12-25 | 46 | mortgage options;down payment;budgeting;savings strategies;charitable giving | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3 | 0.373035 | 0.439255 | 0.199705 | 10.379999 | 8.76924 | 625 | 386,980,023.312703 | 160,807.093512 |
C0211 | 34 | Unemployed | 5,046.562043 | Single | 2 | 354 | 4,413.285335 | 175.741181 | 2 | 5,760.247881 | Home Purchase | 2 | 17,013 | 4.036274 | 4.8 | Email | Quarterly | 2024-12-19 | 26 | mortgage options;down payment;budgeting;savings strategies;insurance review | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.5 | 0.87434 | -0.188891 | 1.141194 | 8.526661 | 8.658909 | 1,156 | 22,271,918.256239 | 195,848.427971 |
C0212 | 23 | Salaried | 36,140.262561 | Divorced | 0 | 396 | 59,854.162097 | 1,863.202545 | 2 | 0 | Travel | 1 | 9,363 | 5.884918 | 5.4 | Email | Monthly | 2025-11-27 | 37 | budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.4 | 1.656117 | 0.156615 | 0 | 10.49519 | 0 | 529 | 2,163,145,133.550384 | 0 |
C0213 | 21 | Student | 9,146.007054 | Single | 1 | 335 | 11,909.383715 | 363.673715 | 2 | 19.636752 | Education | 4 | 108,018 | 5.962887 | 4.5 | Email | Quarterly | 2025-09-22 | 31 | education savings;529 plans;budgeting;savings strategies;business succession | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.5 | 1.301998 | 0.343938 | 0.002147 | 9.121182 | 3.027074 | 441 | 108,923,307.469743 | 412.3718 |
C0214 | 32 | Salaried | 71,556.565005 | Married | 1 | 431 | 129,067.735564 | 3,079.491093 | 3 | 54,984.940043 | Retirement | 31 | 2,686,243 | 3.618661 | 5.7 | Email | Annual | 2025-11-12 | 27 | 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 | 1.803691 | -0.096418 | 0.768401 | 11.178258 | 10.914833 | 1,024 | 9,235,643,809.954206 | 1,759,518.081375 |
C0215 | 51 | Salaried | 107,545.923021 | Married | 0 | 457 | 21,412.596653 | 5,245.367513 | 5 | 178,654.834875 | Retirement | 19 | 3,726,859 | 3.505402 | 5.7 | App | Annual | 2025-02-24 | 27 | 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 | 0.1991 | 0.250625 | 1.66118 | 11.585683 | 12.093217 | 2,601 | 2,302,837,471.308128 | 9,111,396.578648 |
C0216 | 83 | Retired | 53,044.876882 | Divorced | 1 | 389 | 61,427.544194 | 2,773.845316 | 7 | 347,907.196335 | Estate Planning | 7 | 1,638,461 | 4.72308 | 7.4 | In-Person | Quarterly | 2025-11-23 | 30 | tax optimization;estate planning;charitable giving;insurance review;business succession | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.9 | 1.158008 | 0.143289 | 6.55861 | 10.878912 | 12.759694 | 6,889 | 3,258,416,518.945325 | 28,876,297.295772 |
C0217 | 37 | Self-Employed | 293,139.699142 | Married | 1 | 474 | 370,071.996702 | 9,826.747982 | 2 | 444,707.118253 | Home Purchase | 3 | 1,706,355 | 1.731212 | 6 | In-Person | Quarterly | 2025-06-09 | 47 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.2 | 1.262438 | 0.159254 | 1.517043 | 12.588408 | 13.005173 | 1,369 | 108,482,793,774.04836 | 16,454,163.375377 |
C0218 | 65 | Salaried | 257,490.725573 | Single | 0 | 443 | 66,890.73578 | 12,135.281877 | 4 | 1,066,641.783518 | Healthcare | 10 | 101,178 | 4.786625 | 6.2 | Chat | Quarterly | 2024-10-28 | 40 | tax optimization;estate planning;charitable giving;medicare;business succession | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.9 | 0.259778 | 0.254061 | 4.142431 | 12.458743 | 13.880027 | 4,225 | 17,223,744,090.01676 | 69,331,715.928686 |
C0219 | 39 | Self-Employed | 56,060.545809 | Married | 1 | 413 | 159,425.271517 | 1,949.916988 | 1 | 64,995.484334 | Education | 4 | 173,465 | 3.131894 | 5.4 | In-Person | Quarterly | 2025-10-15 | 29 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.3 | 2.843754 | -0.180506 | 1.159359 | 10.934205 | 11.082088 | 1,521 | 8,937,467,736.930508 | 2,534,823.889017 |
C0220 | 31 | Salaried | 198,232.496558 | Married | 0 | 485 | 278,460.299906 | 8,778.719994 | 3 | 92,222.21505 | Emergency Fund | 1 | 190,104 | 2.362066 | 5.7 | App | Annual | 2025-06-20 | 32 | tax optimization;estate planning;retirement income;medicare | treasury bonds;money market;CDs;traditional IRA;debt consolidation loan | 1.9 | 1.404709 | 0.296461 | 0.46522 | 12.197201 | 11.431967 | 961 | 55,199,880,442.61748 | 2,858,888.666555 |
C0221 | 69 | Retired | 60,981.634267 | Married | 0 | 431 | 71,798.760815 | 2,985.254382 | 5 | 333,972.37598 | Estate Planning | 5 | 433,182 | 4.337454 | 8.6 | In-Person | Ad-hoc | 2024-12-08 | 20 | tax optimization;estate planning;insurance review | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.9 | 1.177364 | 0.058798 | 5.476516 | 11.018344 | 12.718817 | 4,761 | 4,378,405,772.840481 | 23,044,093.942594 |
C0222 | 33 | Self-Employed | 212,931.93923 | Single | 0 | 457 | 499,317.308131 | 7,849.798672 | 2 | 240,934.259115 | Debt Reduction | 1 | 354,348 | 1.747294 | 4.2 | Chat | Quarterly | 2025-05-02 | 38 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.8 | 2.344951 | 0.343282 | 1.131503 | 12.268733 | 12.392284 | 1,089 | 106,320,602,711.2946 | 7,950,830.550811 |
C0223 | 70 | Retired | 23,833.040761 | Married | 1 | 414 | 0 | 1,173.670494 | 4 | 154,567.673605 | Retirement | 1 | 203,734 | 4.641222 | 6.6 | Email | Annual | 2024-10-01 | 49 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.7 | 0 | -0.10468 | 6.485164 | 10.07887 | 11.948394 | 4,900 | 0 | 10,819,737.152359 |
C0224 | 47 | Self-Employed | 217,129.136515 | Single | 0 | 479 | 607,031.626415 | 8,637.839722 | 2 | 729,974.197964 | Retirement | 19 | 7,076,714 | 2.337856 | 4.8 | App | Annual | 2024-09-30 | 42 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.4 | 2.795704 | 0.467338 | 3.36192 | 12.288252 | 13.500766 | 2,209 | 131,804,252,880.94568 | 34,308,787.304293 |
C0225 | 62 | Retired | 56,274.272537 | Single | 0 | 407 | 47,090.53124 | 2,591.607433 | 6 | 296,703.447558 | Healthcare | 7 | 234,964 | 3.515039 | 5.4 | Email | Quarterly | 2024-12-08 | 28 | tax optimization;estate planning;tax-efficient investing;long-term care;retirement income | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.8 | 0.836789 | 0.008214 | 5.272359 | 10.938011 | 12.600492 | 3,844 | 2,649,985,388.926021 | 18,395,613.748608 |
C0226 | 53 | Salaried | 52,817.802388 | Divorced | 0 | 475 | 41,169.218055 | 2,484.682612 | 3 | 88,671.799194 | Wealth Accumulation | 7 | 64,593 | 3.373018 | 7.2 | Email | Quarterly | 2024-09-01 | 43 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.5 | 0.779442 | 0.163461 | 1.678792 | 10.874623 | 11.392708 | 2,809 | 2,174,467,623.699186 | 4,699,605.357305 |
C0227 | 25 | Self-Employed | 60,647.120076 | Married | 2 | 427 | 40,874.085165 | 2,841.545921 | 2 | 20,893.80186 | Retirement | 40 | 2,531,347 | 5.660912 | 5.1 | Email | Annual | 2024-07-17 | 35 | 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 | 0.673955 | -0.048491 | 0.344509 | 11.012844 | 9.947256 | 625 | 2,478,895,551.021269 | 522,345.046496 |
C0228 | 35 | Salaried | 286,956.062665 | Single | 0 | 473 | 250,478.610755 | 3,225.355847 | 2 | 500,083.683629 | Wealth Accumulation | 20 | 101,568 | 4.01191 | 5 | Email | Biannual | 2025-09-29 | 26 | investment strategies;budgeting;savings strategies;retirement income;business succession | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 2.618617 | 0.229831 | 1.307025 | 11.468483 | 11.736244 | 1,225 | 23,958,785,307.96957 | 4,375,732.23175 |
C0229 | 36 | Salaried | 630,542.355489 | Single | 0 | 482 | 526,107.637312 | 7,672.798474 | 6 | 1,233,681.296574 | Retirement | 34 | 9,424,388 | 1.930859 | 5.4 | Email | Quarterly | 2025-03-20 | 29 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.1 | 2.503108 | 0.580416 | 1.467398 | 12.255728 | 12.639222 | 1,296 | 110,577,716,290.5082 | 11,103,131.66917 |
C0230 | 59 | Salaried | 126,957.390996 | Divorced | 0 | 473 | 61,536.335358 | 6,496.522611 | 5 | 595,566.30138 | Retirement | 10 | 2,746,421 | 5.41752 | 7.3 | Phone | Biannual | 2025-04-18 | 34 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.1 | 0.484697 | 0.346959 | 4.691035 | 11.751615 | 13.29727 | 3,481 | 7,812,492,588.504 | 35,138,411.781443 |
C0231 | 71 | Retired | 101,087.533473 | Married | 0 | 406 | 103,078.885712 | 5,348.883141 | 5 | 822,018.212694 | Estate Planning | 7 | 647,715 | 5.663925 | 6.2 | In-Person | Quarterly | 2025-11-21 | 30 | budgeting;savings strategies;college funding;social security | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.5 | 1.019689 | 0.347097 | 8.131666 | 11.523752 | 13.619519 | 5,041 | 10,419,990,309.76452 | 58,363,293.10129 |
C0232 | 57 | Salaried | 148,268.834358 | Married | 0 | 487 | 66,140.676887 | 6,683.427413 | 6 | 485,042.941387 | Healthcare | 5 | 148,702 | 4.039486 | 7.5 | In-Person | Ad-hoc | 2024-12-23 | 39 | tax optimization;estate planning;tax strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.9 | 0.446083 | 0.125749 | 3.271353 | 11.906789 | 13.091995 | 3,249 | 9,806,601,065.757944 | 27,647,447.659032 |
C0233 | 49 | Salaried | 244,563.28736 | Married | 1 | 527 | 464,836.835694 | 11,193.719552 | 4 | 518,810.230001 | Wealth Accumulation | 5 | 178,405 | 2.028449 | 6.6 | App | Biannual | 2024-11-18 | 33 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.2 | 1.900673 | -0.020202 | 2.121365 | 12.407233 | 13.159295 | 2,401 | 113,682,024,623.21095 | 25,421,701.270041 |
C0234 | 31 | Self-Employed | 74,929.59861 | Married | 1 | 414 | 221,010.743665 | 3,676.281184 | 3 | 61,472.371872 | Wealth Accumulation | 3 | 74,021 | 4.157381 | 5.1 | In-Person | Quarterly | 2025-05-22 | 46 | investment strategies;budgeting;savings strategies;college funding;insurance review | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 2.949539 | 0.140631 | 0.820391 | 11.224318 | 11.026359 | 961 | 16,560,246,311.243193 | 1,905,643.528031 |
C0235 | 32 | Self-Employed | 246,965.776357 | Married | 0 | 465 | 572,591.524767 | 10,321.653114 | 2 | 151,100.809313 | Retirement | 34 | 10,979,799 | 1.953311 | 7.1 | Email | Ad-hoc | 2025-05-28 | 29 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA;529 plan | 2.5 | 2.318496 | 0.199095 | 0.611826 | 12.417009 | 11.925709 | 1,024 | 141,410,510,449.69543 | 4,835,225.898011 |
C0236 | 46 | Self-Employed | 220,980.676089 | Single | 0 | 467 | 666,247.142918 | 8,876.132402 | 4 | 565,953.651038 | Retirement | 21 | 7,199,143 | 1.836247 | 6.2 | App | Annual | 2025-09-08 | 30 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.3 | 3.014943 | 0.534183 | 2.561089 | 12.305835 | 13.246269 | 2,116 | 147,227,744,084.65967 | 26,033,867.947732 |
C0237 | 26 | Unemployed | 1,000 | Divorced | 0 | 323 | 13,122.030485 | 49.337535 | 1 | 0 | Home Purchase | 7 | 7,449 | 3.629595 | 1 | App | Monthly | 2025-08-19 | 53 | mortgage options;down payment;budgeting;savings strategies;long-term care | index funds;blue-chip stocks;corporate bonds;high-yield savings;debt consolidation loan | 2 | 13.108922 | -4.995005 | 0 | 6.908755 | 0 | 676 | 13,122,030.48482 | 0 |
C0238 | 26 | Self-Employed | 205,616.817259 | Married | 2 | 458 | 209,884.232438 | 6,975.060716 | 2 | 126,472.412631 | Retirement | 42 | 9,292,231 | 3.471299 | 5.3 | App | Biannual | 2025-01-11 | 43 | 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 | 1.020749 | 0.011832 | 0.615085 | 12.233774 | 11.747787 | 676 | 43,155,727,866.67296 | 3,288,282.728396 |
C0239 | 24 | Student | 2,666.854141 | Divorced | 0 | 371 | 0 | 138.084501 | 2 | 7,040.859239 | Emergency Fund | 1 | 2,472 | 5.898617 | 3.4 | App | Biannual | 2025-03-02 | 43 | budgeting;savings strategies;credit score | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 0 | -1.249373 | 2.639147 | 7.88903 | 8.859628 | 576 | 0 | 168,980.621728 |
C0240 | 75 | Retired | 94,044.733339 | Married | 0 | 432 | 130,276.445397 | 3,998.669452 | 6 | 518,563.763381 | Healthcare | 15 | 70,982 | 5.46856 | 7.8 | In-Person | Annual | 2025-08-24 | 40 | tax optimization;estate planning;long-term care;emergency fund;college funding | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3 | 1.385246 | 0.466759 | 5.513953 | 11.451536 | 13.15882 | 5,625 | 12,251,813,567.777271 | 38,892,282.253555 |
C0241 | 58 | Salaried | 184,628.917046 | Married | 1 | 478 | 231,356.01754 | 8,093.780216 | 4 | 687,103.132084 | Retirement | 5 | 3,307,703 | 2.808638 | 5.9 | Email | Quarterly | 2025-02-08 | 54 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.2 | 1.25308 | 0.006288 | 3.721516 | 12.126109 | 13.440241 | 3,364 | 42,715,010,970.61243 | 39,851,981.660878 |
C0242 | 42 | Salaried | 119,272.054234 | Married | 3 | 482 | 217,823.576759 | 5,551.811367 | 3 | 226,159.184247 | Wealth Accumulation | 3 | 187,198 | 3.411734 | 5.7 | App | Quarterly | 2025-08-01 | 43 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.5 | 1.82626 | -0.259136 | 1.896146 | 11.689171 | 12.328999 | 1,764 | 25,980,265,460.61658 | 9,498,685.738367 |
C0243 | 60 | Retired | 53,381.949116 | Divorced | 1 | 455 | 74,776.457333 | 2,084.549263 | 5 | 264,207.819485 | Retirement | 1 | 638,022 | 4.122311 | 6.4 | App | Monthly | 2025-08-30 | 46 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.4 | 1.400755 | 0.052038 | 4.949292 | 10.885247 | 12.484495 | 3,600 | 3,991,713,040.409648 | 15,852,469.169102 |
C0244 | 54 | Self-Employed | 207,854.020777 | Single | 0 | 487 | 166,312.606301 | 9,515.329694 | 7 | 552,100.775678 | Retirement | 9 | 3,908,851 | 4.903716 | 7.2 | Chat | Annual | 2024-11-14 | 46 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.1 | 0.800138 | 0.574506 | 2.656182 | 12.244596 | 13.221488 | 2,916 | 34,568,743,925.477425 | 29,813,441.886593 |
C0245 | 65 | Salaried | 213,809.628744 | Married | 1 | 482 | 155,145.737478 | 10,214.037623 | 9 | 944,566.848287 | Healthcare | 3 | 165,606 | 4.935126 | 5.9 | Email | Annual | 2024-08-23 | 43 | budgeting;savings strategies;social security;risk management | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.3 | 1.451238 | 0.227834 | 4.417752 | 12.272846 | 13.758483 | 4,225 | 33,171,652,531.28408 | 61,396,845.138654 |
C0246 | 27 | Unemployed | 2,377.995057 | Single | 2 | 316 | 3,695.658543 | 85.10901 | 2 | 3,361.384116 | Home Purchase | 2 | 23,672 | 5.299577 | 3.5 | Phone | Quarterly | 2025-01-04 | 35 | mortgage options;down payment;budgeting;savings strategies;insurance review | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.5 | 1.553454 | -1.522494 | 1.412943 | 7.774433 | 8.120406 | 729 | 8,788,257.745669 | 90,757.371119 |
C0247 | 45 | Salaried | 58,966.218755 | Married | 0 | 472 | 84,814.50219 | 2,604.919665 | 2 | 79,874.449417 | Retirement | 18 | 1,684,432 | 3.309198 | 5.7 | Email | Biannual | 2024-08-19 | 30 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.2 | 1.438333 | -0.025265 | 1.354557 | 10.984737 | 11.288224 | 2,025 | 5,001,190,489.763234 | 3,594,350.223765 |
C0248 | 18 | Student | 8,553.68307 | Married | 0 | 363 | 19,971.186063 | 343.826007 | 3 | 0 | Emergency Fund | 2 | 10,549 | 5.94915 | 3.2 | App | Annual | 2025-03-31 | 39 | budgeting;savings strategies;tax-efficient investing;credit score | index funds;blue-chip stocks;corporate bonds;traditional IRA;debt consolidation loan | 1.8 | 2.334533 | -0.428107 | 0 | 9.054234 | 0 | 324 | 170,827,196.106654 | 0 |
C0249 | 25 | Student | 16,451.816961 | Single | 0 | 337 | 31,542.680731 | 739.426134 | 2 | 25,281.331703 | Debt Reduction | 2 | 16,904 | 5.741501 | 5 | App | Quarterly | 2025-04-20 | 29 | debt payoff strategies;budgeting;savings strategies;long-term care | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.9 | 1.91716 | 0.471154 | 1.536596 | 9.708252 | 10.137861 | 625 | 518,934,409.856556 | 632,033.292587 |
C0250 | 59 | Salaried | 251,126.926844 | Widowed | 0 | 494 | 78,532.314504 | 8,482.305249 | 6 | 1,047,566.237061 | Estate Planning | 5 | 714,722 | 5.374356 | 7.1 | Email | Monthly | 2025-11-07 | 41 | tax optimization;estate planning;medicare;long-term care | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.4 | 0.312718 | 0.549102 | 4.171445 | 12.433718 | 13.861981 | 3,481 | 19,721,578,799.41221 | 61,806,407.986605 |
C0251 | 70 | Retired | 73,784.464183 | Divorced | 1 | 440 | 15,197.667403 | 3,601.112809 | 3 | 535,760.434178 | Emergency Fund | 2 | 24,979 | 5.69687 | 5.3 | App | Biannual | 2025-08-20 | 23 | budgeting;savings strategies;credit score;emergency fund;risk management | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.1 | 0.205971 | 0.161447 | 7.261057 | 11.208917 | 13.191444 | 4,900 | 1,121,351,746.188025 | 37,503,230.392488 |
C0252 | 65 | Self-Employed | 94,731.447788 | Married | 1 | 437 | 65,448.78731 | 3,490.073312 | 4 | 394,944.658168 | Estate Planning | 3 | 1,075,348 | 3.519924 | 6.9 | Chat | Annual | 2024-12-09 | 36 | budgeting;savings strategies;medicare;tax-efficient investing;retirement income | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.4 | 0.69088 | 0.135576 | 4.169054 | 11.458812 | 12.886503 | 4,225 | 6,200,058,377.851987 | 25,671,402.780893 |
C0253 | 69 | Retired | 66,844.624788 | Single | 0 | 389 | 92,999.360045 | 3,188.191906 | 4 | 242,170.029701 | Retirement | 1 | 578,972 | 3.046471 | 7.3 | Email | Monthly | 2024-10-28 | 51 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.1 | 1.391256 | 0.373826 | 3.622825 | 11.110141 | 12.397399 | 4,761 | 6,216,507,327.768906 | 16,709,732.049384 |
C0254 | 42 | Self-Employed | 281,739.861042 | Married | 1 | 457 | 390,919.644831 | 13,903.949671 | 1 | 568,918.3892 | Retirement | 24 | 7,991,510 | 2.34346 | 6.5 | Email | Monthly | 2025-08-22 | 53 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.7 | 1.387515 | -0.126273 | 2.019297 | 12.548743 | 13.251494 | 1,764 | 110,137,646,413.34409 | 23,894,572.346418 |
C0255 | 85 | Retired | 6,203.520136 | Married | 2 | 320 | 8,283.947313 | 304.051581 | 4 | 95,737.940085 | Healthcare | 7 | 165,856 | 5.217679 | 4.2 | Phone | Quarterly | 2024-12-21 | 45 | budgeting;savings strategies;long-term care;college funding;charitable giving | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.5 | 1.335147 | -1.75815 | 15.430354 | 8.733033 | 11.46938 | 7,225 | 51,389,633.963634 | 8,137,724.907214 |
C0256 | 40 | Salaried | 54,472.063709 | Married | 1 | 443 | 193,036.92468 | 2,743.465169 | 3 | 58,971.24108 | Home Purchase | 3 | 320,973 | 3.073572 | 4.8 | App | Annual | 2025-11-15 | 35 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;debt consolidation loan | 1.9 | 3.543713 | -0.292253 | 1.082576 | 10.905462 | 10.984822 | 1,600 | 10,515,119,659.255207 | 2,358,849.643194 |
C0257 | 63 | Self-Employed | 318,768.644597 | Married | 1 | 448 | 172,096.904564 | 12,669.361168 | 3 | 1,692,563.024703 | Retirement | 6 | 5,728,840 | 4.531949 | 7.9 | In-Person | Quarterly | 2025-04-30 | 55 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.4 | 0.539879 | 0.208027 | 5.309674 | 12.672224 | 14.341755 | 3,969 | 54,859,097,007.28279 | 106,631,470.556277 |
C0258 | 61 | Salaried | 72,609.322138 | Single | 0 | 427 | 109,349.664306 | 3,883.257225 | 4 | 226,269.562542 | Retirement | 3 | 924,640 | 3.253878 | 5.5 | Email | Biannual | 2025-12-01 | 39 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.4 | 1.50598 | 0.490968 | 3.116218 | 11.192862 | 12.329487 | 3,721 | 7,939,805,001.237009 | 13,802,443.315047 |
C0259 | 53 | Salaried | 147,340.277713 | Married | 2 | 506 | 142,367.891676 | 4,984.454602 | 6 | 422,010.876978 | Retirement | 8 | 3,117,645 | 3.703074 | 7.7 | In-Person | Biannual | 2024-10-16 | 38 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.1 | 0.966246 | -0.052746 | 2.864173 | 11.900507 | 12.952789 | 2,809 | 20,976,524,696.919533 | 22,366,576.479852 |
C0260 | 32 | Self-Employed | 313,179.536214 | Married | 0 | 436 | 425,949.255148 | 13,578.943351 | 1 | 358,192.755764 | Debt Reduction | 1 | 234,698 | 1.843256 | 5.9 | Email | Biannual | 2025-09-01 | 47 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.7 | 1.360076 | 0.24313 | 1.143726 | 12.654535 | 12.788829 | 1,024 | 133,398,590,177.97798 | 11,462,168.184456 |
C0261 | 73 | Retired | 74,258.278114 | Divorced | 0 | 383 | 97,591.076993 | 2,893.419565 | 5 | 664,997.518276 | Estate Planning | 7 | 170,478 | 5.639812 | 4.9 | App | Quarterly | 2024-09-01 | 51 | budgeting;savings strategies;business succession;medicare;retirement income | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.7 | 1.314194 | 0.598259 | 8.955077 | 11.215318 | 13.40754 | 5,329 | 7,246,945,336.782963 | 48,544,818.834128 |
C0262 | 22 | Student | 9,740.898576 | Married | 0 | 368 | 22,078.300616 | 474.844545 | 2 | 0 | Education | 5 | 150,412 | 5.600042 | 4.3 | Phone | Annual | 2024-09-28 | 24 | education savings;529 plans;budgeting;savings strategies;tax strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;debt consolidation loan | 1.8 | 2.266324 | -0.339061 | 0 | 9.184191 | 0 | 484 | 215,062,487.022082 | 0 |
C0263 | 22 | Student | 1,000 | Single | 0 | 374 | 19,253.905313 | 50.108818 | 2 | 11,574.534916 | Emergency Fund | 2 | 4,626 | 4.442026 | 1 | Email | Quarterly | 2024-11-08 | 37 | budgeting;savings strategies;long-term care;insurance review;college funding | index funds;blue-chip stocks;corporate bonds;high-yield savings;debt consolidation loan | 1.8 | 19.234671 | -7.764236 | 11.562972 | 6.908755 | 9.356649 | 484 | 19,253,905.313252 | 254,639.768159 |
C0264 | 65 | Unemployed | 1,000 | Divorced | 1 | 362 | 4,915.907212 | 50.466511 | 4 | 14,337.627246 | Healthcare | 7 | 255,710 | 3.225586 | 3.8 | Phone | Biannual | 2025-09-12 | 34 | tax optimization;estate planning;emergency fund | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.2 | 4.910996 | -4.995005 | 14.323304 | 6.908755 | 9.570712 | 4,225 | 4,915,907.212072 | 931,945.77096 |
C0265 | 50 | Salaried | 152,225.727394 | Single | 0 | 490 | 185,011.681497 | 6,015.783326 | 4 | 381,575.146369 | Retirement | 18 | 3,650,662 | 4.686577 | 7 | In-Person | Quarterly | 2025-12-11 | 48 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.6 | 1.215369 | 0.464976 | 2.506624 | 11.933126 | 12.852066 | 2,500 | 28,163,537,792.37586 | 19,078,757.318467 |
C0266 | 23 | Student | 7,216.867272 | Divorced | 0 | 337 | 22,243.372537 | 281.779656 | 3 | 0 | Travel | 1 | 27,356 | 5.522648 | 3.4 | In-Person | Quarterly | 2025-11-16 | 26 | budgeting;savings strategies;estate planning;emergency fund;insurance review | index funds;blue-chip stocks;corporate bonds;traditional IRA;debt consolidation loan | 2 | 3.08171 | -0.626104 | 0 | 8.884315 | 0 | 529 | 160,527,467.283701 | 0 |
C0267 | 70 | Retired | 116,337.645216 | Married | 0 | 445 | 82,172.003637 | 5,518.611248 | 6 | 793,513.6696 | Estate Planning | 5 | 851,254 | 5.414063 | 8 | Phone | Ad-hoc | 2025-09-30 | 40 | tax optimization;estate planning;emergency fund;credit score;business succession | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.3 | 0.706317 | 0.470124 | 6.820723 | 11.664261 | 13.584227 | 4,900 | 9,559,697,405.80294 | 55,545,956.871969 |
C0268 | 57 | Self-Employed | 69,023.434488 | Married | 1 | 455 | 71,055.818418 | 3,635.49933 | 3 | 370,640.367395 | Travel | 1 | 10,145 | 4.373311 | 5.9 | In-Person | Annual | 2025-10-01 | 33 | budgeting;savings strategies;social security;estate planning;tax strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.3 | 1.02943 | 0.135422 | 5.369698 | 11.142216 | 12.82299 | 3,249 | 4,904,516,627.552052 | 21,126,500.941505 |
C0269 | 49 | Self-Employed | 194,885.822053 | Single | 0 | 470 | 270,671.771112 | 7,528.298077 | 5 | 380,669.439896 | Education | 3 | 106,901 | 1.403029 | 5.9 | Email | Quarterly | 2025-05-27 | 29 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.1 | 1.388866 | 0.194296 | 1.953285 | 12.180174 | 12.849689 | 2,401 | 52,750,090,619.67695 | 18,652,802.554893 |
C0270 | 60 | Salaried | 242,970.962309 | Married | 2 | 484 | 175,502.613432 | 12,708.392186 | 7 | 779,797.413983 | Travel | 2 | 11,157 | 5.00607 | 7 | Phone | Quarterly | 2025-05-11 | 27 | tax optimization;estate planning;emergency fund;long-term care | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3 | 0.722316 | 0.183408 | 3.209413 | 12.400701 | 13.566791 | 3,600 | 42,642,038,873.28013 | 46,787,844.838972 |
C0271 | 20 | Student | 18,141.093156 | Married | 0 | 377 | 16,347.773853 | 828.239693 | 2 | 33,002.960603 | Education | 4 | 174,946 | 6.184336 | 6 | In-Person | Quarterly | 2025-12-08 | 32 | education savings;529 plans;budgeting;savings strategies;long-term care | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.1 | 0.901096 | 0.210179 | 1.819137 | 9.80599 | 10.404383 | 400 | 296,566,488.360891 | 660,059.212061 |
C0272 | 82 | Retired | 61,714.551395 | Single | 1 | 382 | 112,471.908136 | 3,005.933254 | 4 | 462,804.724338 | Retirement | 1 | 695,031 | 4.633537 | 5.2 | Phone | Annual | 2024-07-20 | 35 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.6 | 1.822424 | -0.172881 | 7.498997 | 11.030291 | 13.045063 | 6,724 | 6,941,153,355.171285 | 37,949,987.395738 |
C0273 | 65 | Salaried | 241,485.655009 | Single | 0 | 479 | 260,145.573094 | 10,262.597355 | 4 | 1,337,778.868373 | Emergency Fund | 1 | 166,015 | 3.144742 | 7.9 | Phone | Quarterly | 2024-07-12 | 28 | tax optimization;estate planning;investment allocation;retirement income | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.4 | 1.077267 | 0.361948 | 5.539763 | 12.394569 | 14.106522 | 4,225 | 62,821,424,116.27939 | 86,955,626.444228 |
C0274 | 34 | Self-Employed | 205,955.932244 | Single | 0 | 425 | 484,843.354817 | 10,327.219226 | 1 | 249,187.992127 | Debt Reduction | 2 | 278,737 | 1.800547 | 4.9 | App | Monthly | 2024-12-30 | 42 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.3 | 2.354101 | 0.134125 | 1.209903 | 12.235422 | 12.425967 | 1,156 | 99,856,365,133.77872 | 8,472,391.732319 |
C0275 | 55 | Salaried | 197,557.965396 | Married | 2 | 498 | 163,767.993356 | 10,579.611374 | 3 | 565,214.968905 | Estate Planning | 7 | 1,990,702 | 4.323626 | 6 | Email | Annual | 2025-10-24 | 22 | tax optimization;estate planning;charitable giving;insurance review;business succession | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.1 | 0.828958 | -0.090434 | 2.860994 | 12.193792 | 13.244963 | 3,025 | 32,353,671,564.315933 | 31,086,823.289784 |
C0276 | 70 | Retired | 31,599.413897 | Single | 1 | 372 | 45,689.409939 | 1,165.607404 | 5 | 200,196.967763 | Estate Planning | 3 | 1,614,719 | 3.870067 | 5.6 | App | Quarterly | 2025-03-14 | 16 | budgeting;savings strategies;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 1.445848 | -0.108498 | 6.335264 | 10.360925 | 12.207062 | 4,900 | 1,443,758,575.387926 | 14,013,787.743417 |
C0277 | 26 | Salaried | 190,187.238782 | Married | 1 | 473 | 111,982.500657 | 7,867.251343 | 1 | 55,565.761219 | Debt Reduction | 1 | 272,586 | 5.925101 | 5.5 | App | Quarterly | 2024-08-26 | 39 | debt payoff strategies;budgeting;savings strategies;tax strategies;emergency fund | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.2 | 0.588798 | 0.280518 | 0.292162 | 12.15577 | 10.92534 | 676 | 21,297,642,591.805992 | 1,444,709.7917 |
C0278 | 20 | Unemployed | 1,106.132491 | Married | 1 | 350 | 8,623.511753 | 56.745902 | 1 | 0 | Emergency Fund | 1 | 3,088 | 4.581163 | 2.4 | Chat | Quarterly | 2025-12-07 | 27 | budgeting;savings strategies;college funding;long-term care | index funds;blue-chip stocks;corporate bonds;high-yield savings;debt consolidation loan | 1.5 | 7.789051 | -4.420309 | 0 | 7.009529 | 0 | 400 | 9,538,746.539218 | 0 |
C0279 | 25 | Salaried | 157,093.20834 | Single | 0 | 458 | 122,656.413246 | 5,814.650896 | 2 | 21,275.129421 | Retirement | 37 | 6,065,184 | 5.858931 | 5.5 | Email | Annual | 2024-08-28 | 44 | 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 | 0.780783 | 0.436179 | 0.135429 | 11.964601 | 9.965341 | 625 | 19,268,489,480.231297 | 531,878.235521 |
C0280 | 64 | Salaried | 172,743.745613 | Married | 1 | 473 | 108,046.426455 | 7,244.309271 | 6 | 1,002,217.101142 | Estate Planning | 10 | 1,417,119 | 4.773263 | 6.6 | Phone | Quarterly | 2025-11-08 | 38 | tax optimization;estate planning;charitable giving;business succession | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3 | 0.625469 | 0.032532 | 5.801723 | 12.05957 | 13.817726 | 4,096 | 18,664,344,405.86243 | 64,141,894.473069 |
C0281 | 45 | Salaried | 176,208.069381 | Single | 0 | 500 | 412,243.203447 | 6,483.411121 | 3 | 396,097.968337 | Retirement | 23 | 5,210,531 | 1.192004 | 6.5 | Email | Quarterly | 2025-03-29 | 42 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.7 | 2.339512 | 0.51532 | 2.247886 | 12.079426 | 12.889419 | 2,025 | 72,640,578,994.75117 | 17,824,408.575144 |
C0282 | 43 | Salaried | 107,786.522698 | Divorced | 0 | 488 | 419,808.113018 | 5,048.829091 | 1 | 177,015.358598 | Wealth Accumulation | 5 | 93,510 | 3.11405 | 6.6 | Email | Quarterly | 2025-03-11 | 59 | investment strategies;budgeting;savings strategies;social security;investment allocation | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.5 | 3.894775 | 0.540531 | 1.642262 | 11.587917 | 12.083997 | 1,849 | 45,249,656,702.639145 | 7,611,660.419707 |
C0283 | 30 | Self-Employed | 280,771.067265 | Divorced | 0 | 425 | 455,785.90577 | 10,753.058965 | 1 | 162,619.365456 | Home Purchase | 5 | 1,485,982 | 2.57423 | 6 | App | Ad-hoc | 2025-11-01 | 34 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.9 | 1.623331 | 0.406262 | 0.579186 | 12.545298 | 11.999174 | 900 | 127,971,495,207.14914 | 4,878,580.963693 |
C0284 | 50 | Salaried | 118,385.738005 | Divorced | 0 | 470 | 96,450.850411 | 4,885.389981 | 7 | 226,974.438531 | Retirement | 19 | 3,342,671 | 3.072836 | 5.7 | Phone | Monthly | 2025-07-15 | 49 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.5 | 0.81471 | 0.484765 | 1.917229 | 11.681712 | 12.332597 | 2,500 | 11,418,405,107.072084 | 11,348,721.926557 |
C0285 | 44 | Salaried | 185,517.133499 | Divorced | 0 | 456 | 252,661.785793 | 8,082.106709 | 3 | null | Wealth Accumulation | 10 | 260,783 | 1.243993 | 7.4 | Email | Biannual | 2024-11-22 | 38 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA;tax-efficient funds | null | 1.361925 | 0.260401 | 2.38128 | 12.130908 | 12.998548 | 1,936 | 46,873,090,245.0149 | 19,437,910.403627 |
C0286 | 72 | Retired | 10,627.648802 | Divorced | 0 | 379 | 14,787.226025 | 420.042072 | 5 | 119,514.665736 | Estate Planning | 15 | 747,253 | 4.969522 | 4.2 | Email | Annual | 2025-09-16 | 36 | budgeting;savings strategies;tax strategies;investment allocation;college funding | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 1.391261 | -0.697017 | 11.244578 | 9.271308 | 11.691203 | 5,184 | 157,153,444.946688 | 8,605,055.93302 |
C0287 | 28 | Unemployed | 3,486.85962 | Married | 2 | 332 | 5,079.909766 | 165.618635 | 3 | 0 | Retirement | 32 | 200,982 | 4.955089 | 3.4 | App | Ad-hoc | 2025-06-07 | 40 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.1 | 1.456455 | -0.72742 | 0 | 8.157044 | 0 | 784 | 17,712,932.236759 | 0 |
C0288 | 62 | Retired | 37,403.268826 | Married | 2 | 398 | 14,489.26993 | 1,333.46507 | 7 | 180,055.412838 | Retirement | 4 | 448,267 | 3.720802 | 6.1 | Email | Annual | 2024-09-13 | 28 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.9 | 0.387369 | -0.179357 | 4.813766 | 10.52954 | 12.101025 | 3,844 | 541,946,058.28168 | 11,163,435.595984 |
C0289 | 29 | Salaried | 211,484.967471 | Single | 1 | 451 | 356,265.054112 | 10,925.845501 | 3 | 99,941.09411 | Retirement | 38 | 9,190,349 | 3.542039 | 5.4 | App | Quarterly | 2024-09-07 | 44 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.7 | 1.68458 | 0.483309 | 0.472566 | 12.261914 | 11.512346 | 841 | 75,344,703,379.98969 | 2,898,291.729186 |
C0290 | 78 | Retired | 80,899.201921 | Single | 0 | 394 | 66,475.327804 | 3,507.891289 | 3 | 719,896.462492 | Estate Planning | 7 | 1,352,252 | 6.034352 | 6.3 | In-Person | Quarterly | 2024-08-17 | 35 | budgeting;savings strategies;risk management | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.2 | 0.821695 | 0.26931 | 8.898574 | 11.300972 | 13.486864 | 6,084 | 5,377,800,966.742373 | 56,151,924.074387 |
C0291 | 35 | Salaried | 246,469.510999 | Divorced | 2 | 488 | 696,612.296135 | 11,156.925773 | 4 | 260,991.355414 | Education | 4 | 137,333 | 1.622855 | 5.8 | Email | Biannual | 2025-01-19 | 28 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.1 | 2.826351 | 0.417257 | 1.058915 | 12.414998 | 12.472246 | 1,225 | 171,693,691,984.0284 | 9,134,697.439486 |
C0292 | 75 | Retired | 78,545.996261 | Married | 2 | 433 | 27,645.167132 | 3,636.237278 | 3 | 641,576.200268 | Healthcare | 10 | 52,802 | 5.577152 | 6.1 | Email | Monthly | 2025-01-02 | 40 | budgeting;savings strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.3 | 0.351957 | 0.14124 | 8.168055 | 11.271452 | 13.371685 | 5,625 | 2,171,417,194.19717 | 48,118,215.020119 |
C0293 | 19 | Student | 1,477.540972 | Married | 0 | 333 | 0 | 51.088505 | 4 | 0 | Education | 4 | 120,439 | 5.669698 | 3.6 | In-Person | Biannual | 2024-12-22 | 38 | education savings;529 plans;budgeting;savings strategies;tax strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;debt consolidation loan | 1.8 | 0 | -3.058731 | 0 | 7.298811 | 0 | 361 | 0 | 0 |
C0294 | 21 | Student | 15,890.408388 | Married | 0 | 337 | 8,041.329655 | 780.282202 | 3 | 0 | Education | 4 | 108,075 | 6.484268 | 5.2 | In-Person | Monthly | 2025-11-27 | 45 | education savings;529 plans;budgeting;savings strategies;long-term care | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.7 | 0.506017 | 0.136829 | 0 | 9.673534 | 0 | 441 | 127,780,012.206417 | 0 |
C0295 | 38 | Salaried | 220,067.061944 | Widowed | 1 | 463 | 393,683.175824 | 11,672.457161 | 3 | 253,185.611672 | Retirement | 31 | 8,781,012 | 1.500862 | 5.7 | App | Quarterly | 2025-12-01 | 35 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.3 | 1.788916 | 0.082607 | 1.150488 | 12.301692 | 12.441882 | 1,444 | 86,636,699,840.41624 | 9,621,053.243541 |
C0296 | 49 | Salaried | 53,535.361619 | Married | 1 | 476 | 80,872.034369 | 2,364.375821 | 3 | 118,155.932859 | Retirement | 21 | 1,945,882 | 2.860802 | 5.7 | Email | Biannual | 2025-09-01 | 46 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.7 | 1.5106 | -0.059112 | 2.207022 | 10.888116 | 11.679769 | 2,401 | 4,329,513,604.77966 | 5,789,640.710088 |
C0297 | 56 | Salaried | 361,006.198505 | Single | 0 | 474 | 46,856.965099 | 4,991.082947 | 6 | 1,700,929.353494 | Healthcare | 5 | 101,055 | 3.958533 | 7.2 | Email | Annual | 2025-01-29 | 26 | tax optimization;estate planning;college funding | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.8 | 0.389383 | 0.49032 | 3.533697 | 11.698046 | 12.960393 | 3,136 | 5,638,551,614.594004 | 23,813,010.948919 |
C0298 | 49 | Salaried | null | Single | 1 | 457 | 420,381.863578 | null | 5 | 268,380.610404 | Home Purchase | 2 | 825,330 | 3.339617 | 5.9 | App | Biannual | 2025-09-14 | 44 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.1 | 3.421516 | 0.363484 | 2.184368 | null | 12.500165 | 2,401 | null | 13,150,649.9098 |
C0299 | 69 | Retired | 94,377.448475 | Married | 1 | 452 | 45,843.801229 | 4,562.270662 | 4 | 448,972.071552 | Travel | 5 | 14,328 | 3.938486 | 7.4 | Phone | Biannual | 2024-09-14 | 43 | tax optimization;estate planning;emergency fund | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.2 | 0.485744 | 0.144794 | 4.757146 | 11.455068 | 13.014718 | 4,761 | 4,326,620,988.395325 | 30,979,072.937089 |
C0300 | 68 | Retired | 64,383.515368 | Married | 1 | 429 | 48,888.598512 | 3,019.286141 | 6 | 387,213.99531 | Retirement | 1 | 734,267 | 3.980923 | 7.3 | In-Person | Biannual | 2025-10-13 | 39 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.8 | 0.759322 | -0.206082 | 6.014086 | 11.072628 | 12.866735 | 4,624 | 3,147,619,833.613424 | 26,330,551.681055 |
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