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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C0501 | 68 | Retired | 118,884.71019 | Married | 1 | null | 92,863.211448 | 6,334.53277 | 7 | 687,760.563556 | Healthcare | 7 | 52,573 | 4.959781 | null | Email | Annual | 2024-08-01 | 56 | budgeting;savings strategies;emergency fund;retirement income | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.4 | 0.781113 | 0.390028 | 5.785057 | 11.685918 | 13.441197 | 4,624 | 11,040,015,980.321491 | 46,767,718.321774 |
C0502 | 18 | Student | 57,064.999686 | Married | 1 | 336 | 30,794.981859 | 854.344788 | 1 | 69,484.73179 | Education | 3 | 157,117 | 6.423634 | 5.1 | Email | Quarterly | 2025-07-24 | 30 | education savings;529 plans;budgeting;savings strategies;investment allocation | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 1.618857 | 0.291529 | 0.913183 | 9.853387 | 9.762626 | 324 | 585,771,876.696668 | 312,681.293055 |
C0503 | 50 | Salaried | 63,825.729705 | Divorced | 0 | 478 | 26,015.350472 | 2,535.942835 | 3 | 140,861.091507 | Retirement | 18 | 1,637,678 | 3.253769 | 5.6 | Phone | Quarterly | 2025-09-09 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 0.407593 | -0.092348 | 2.206929 | 11.063927 | 11.855537 | 2,500 | 1,660,448,727.430065 | 7,043,054.575375 |
C0504 | 21 | Student | 7,442.876947 | Divorced | 0 | 364 | 10,950.858426 | 285.205633 | 2 | 0 | Travel | 2 | 10,806 | 5.779043 | 4.3 | App | Quarterly | 2025-08-08 | 19 | budgeting;savings strategies;retirement income | index funds;blue-chip stocks;corporate bonds;traditional IRA;debt consolidation loan | 1.7 | 1.471123 | 0.193834 | 0 | 8.915147 | 0 | 441 | 81,505,891.728878 | 0 |
C0505 | 53 | Unemployed | 1,000 | Single | 0 | 357 | 827.003882 | 43.271838 | 4 | 0 | Healthcare | 15 | 86,528 | 2.710163 | 3.7 | Email | Monthly | 2024-09-11 | 39 | budgeting;savings strategies;social security | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.4 | 0.826178 | -4.995005 | 0 | 6.908755 | 0 | 2,809 | 827,003.882454 | 0 |
C0506 | 36 | Self-Employed | 235,576.498465 | Divorced | 0 | 476 | 774,633.997724 | 9,306.933322 | 2 | 252,995.51937 | Education | 4 | 167,212 | 1.740765 | 5.2 | App | Biannual | 2024-12-12 | 32 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.9 | 3.288234 | 0.472119 | 1.073938 | 12.369795 | 12.441131 | 1,296 | 182,485,564,775.6326 | 9,107,838.697306 |
C0507 | 31 | Salaried | 112,832.424303 | Married | 1 | 434 | 399,202.293905 | 4,750.331389 | 2 | 43,545.499255 | Emergency Fund | 2 | 79,739 | 3.979162 | 4.4 | App | Biannual | 2024-11-21 | 37 | tax optimization;estate planning;business succession | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.1 | 3.537979 | -0.092026 | 0.385927 | 11.633668 | 10.681585 | 961 | 45,042,962,608.633095 | 1,349,910.476919 |
C0508 | 38 | Salaried | 119,569.036921 | Married | 1 | 445 | 285,813.792485 | 6,064.309402 | 6 | 101,714.767094 | Retirement | 28 | 4,992,256 | 3.207334 | 4.9 | Email | Biannual | 2024-11-23 | 46 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;debt consolidation loan | 1.8 | 2.390346 | -0.037225 | 0.850671 | 11.691658 | 11.529938 | 1,444 | 34,174,479,906.289143 | 3,865,161.149562 |
C0509 | 51 | Salaried | 245,607.086512 | Married | 0 | 507 | 253,035.040541 | 10,601.975714 | 2 | 433,460.349805 | Retirement | 18 | 6,759,088 | 1.508484 | 7 | Phone | Quarterly | 2024-09-15 | 33 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.7 | 1.030239 | 0.390195 | 1.764846 | 12.411492 | 12.979558 | 2,601 | 62,147,199,092.67223 | 22,106,477.840079 |
C0510 | 53 | Self-Employed | 177,351.199534 | Married | 1 | 486 | 246,193.313701 | 8,279.636649 | 3 | 692,512.061149 | Retirement | 7 | 2,507,594 | 3.179817 | 5.9 | Email | Biannual | 2025-04-04 | 24 | 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 | 1.38816 | 0.187442 | 3.904728 | 12.085893 | 13.448082 | 2,809 | 43,662,679,502.14829 | 36,703,139.240914 |
C0511 | 23 | Unemployed | 3,351.827303 | Single | 0 | 334 | 0 | 118.019713 | 2 | 5,598.08541 | Education | 2 | 161,399 | 6.056848 | 4.7 | In-Person | Quarterly | 2024-07-21 | 47 | education savings;529 plans;budgeting;savings strategies;social security | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3 | 0 | -0.789833 | 1.669661 | 8.117559 | 8.630359 | 529 | 0 | 128,755.964438 |
C0512 | 63 | Retired | 48,093.047562 | Single | 0 | 410 | 17,283.23948 | 2,366.706192 | 3 | 275,694.966088 | Retirement | 1 | 605,029 | 2.768964 | 6.1 | Phone | Annual | 2024-12-04 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.8 | 0.359363 | -0.052708 | 5.732413 | 10.780914 | 12.527054 | 3,969 | 831,203,658.338567 | 17,368,782.863535 |
C0513 | 65 | Salaried | 175,638.207813 | Married | 0 | 460 | 162,510.751224 | 7,621.616005 | 4 | 932,450.145306 | Retirement | 1 | 1,723,360 | 4.970223 | 6.6 | Phone | Quarterly | 2025-04-27 | 44 | 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 | 0.925253 | 0.288764 | 5.308895 | 12.076187 | 13.745572 | 4,225 | 28,543,097,095.333706 | 60,609,259.444876 |
C0514 | 50 | Salaried | 185,191.745352 | Married | 1 | 521 | 112,058.243937 | 7,565.632732 | 4 | 478,338.245131 | Retirement | 13 | 4,957,248 | 3.294113 | 6.9 | In-Person | Annual | 2025-01-20 | 38 | 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 | 0.60509 | 0.109809 | 2.582921 | 12.129152 | 13.078075 | 2,500 | 20,752,261,775.725613 | 23,916,912.256555 |
C0515 | 61 | Salaried | 69,088.914678 | Married | 0 | 447 | 50,776.915641 | 3,182.392916 | 5 | 274,945.284702 | Retirement | 1 | 808,165 | 3.278043 | 6.6 | In-Person | Ad-hoc | 2024-12-31 | 20 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.7 | 0.73494 | 0.470936 | 3.979529 | 11.143164 | 12.524331 | 3,721 | 3,508,121,992.342071 | 16,771,662.366832 |
C0516 | 26 | Salaried | 80,701.564903 | Married | 2 | 407 | 87,293.396609 | 2,861.519102 | 3 | 0 | Debt Reduction | 1 | 97,625 | 5.49672 | 5.1 | App | Quarterly | 2024-08-22 | 40 | debt payoff strategies;budgeting;savings strategies;investment allocation | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.2 | 1.081668 | 0.076151 | 0 | 11.298526 | 0 | 676 | 7,044,713,712.039552 | 0 |
C0517 | 51 | Self-Employed | 98,561.66875 | Single | 0 | 461 | 24,539.584297 | 4,135.480584 | 3 | 314,151.545362 | Wealth Accumulation | 15 | 96,552 | 3.422259 | 7.3 | In-Person | Monthly | 2025-08-22 | 43 | investment strategies;budgeting;savings strategies;tax-efficient investing;tax strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.3 | 0.248974 | 0.428374 | 3.187328 | 11.498448 | 12.657634 | 2,601 | 2,418,662,378.78955 | 16,021,728.813459 |
C0518 | 26 | Salaried | 91,645.779021 | Married | 2 | 402 | 102,710.833308 | 4,603.238472 | 3 | 53,113.459083 | Emergency Fund | 2 | 77,583 | 5.542283 | 4 | Email | Quarterly | 2025-03-11 | 29 | budgeting;savings strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 1.120725 | 0.095604 | 0.579545 | 11.425697 | 10.880204 | 676 | 9,413,014,332.432474 | 1,380,949.936169 |
C0519 | 71 | Retired | 71,982.329222 | Divorced | 0 | 391 | 23,266.291749 | 2,792.410576 | 4 | 543,881.942848 | Estate Planning | 7 | 1,073,866 | 5.581488 | 6.3 | Phone | Annual | 2025-11-06 | 33 | tax optimization;estate planning;investment allocation;risk management | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.1 | 0.323218 | 0.531711 | 7.555665 | 11.18419 | 13.206489 | 5,041 | 1,674,761,872.423479 | 38,615,617.942208 |
C0520 | 57 | Salaried | 108,008.548493 | Married | 1 | 476 | 106,970.241444 | 5,657.164051 | 6 | 365,336.234783 | Retirement | 10 | 2,044,121 | 3.810548 | 7.3 | Phone | Annual | 2025-12-04 | 26 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA;debt consolidation loan | 1.7 | 0.990378 | 0.233836 | 3.382444 | 11.589975 | 12.808576 | 3,249 | 11,553,700,510.33293 | 20,824,165.382628 |
C0521 | 31 | Self-Employed | 79,140.378876 | Single | 0 | 398 | 285,359.395695 | 3,633.274778 | 3 | 30,742.446838 | Debt Reduction | 1 | 160,832 | 3.96667 | 3.5 | Email | Quarterly | 2024-08-11 | 32 | debt payoff strategies;budgeting;savings strategies;business succession;emergency fund | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.3 | 3.605691 | 0.519025 | 0.38845 | 11.278991 | 10.333432 | 961 | 22,583,450,691.003235 | 953,015.851981 |
C0522 | 63 | Retired | 71,270.44077 | Single | 2 | 435 | 76,698.169968 | 3,178.637383 | 3 | 302,992.463937 | Healthcare | 10 | 180,012 | 3.49259 | 6.5 | Email | Annual | 2025-03-12 | 20 | tax optimization;estate planning;college funding | index funds;blue-chip stocks;corporate bonds;traditional IRA;debt consolidation loan | 1.9 | 1.076142 | -0.094758 | 4.251247 | 11.174251 | 12.621467 | 3,969 | 5,466,312,379.854067 | 19,088,525.228038 |
C0523 | 83 | Retired | 57,290.504964 | Widowed | 1 | 371 | 57,259.664275 | 2,386.59234 | 3 | 397,279.486588 | Estate Planning | 7 | 1,510,794 | 4.654764 | 5.7 | Phone | Biannual | 2024-09-25 | 18 | budgeting;savings strategies;college funding;medicare;emergency fund | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 0.999444 | 0.190857 | 6.934352 | 10.955908 | 12.892398 | 6,889 | 3,280,435,080.404474 | 32,974,197.386768 |
C0524 | 73 | Retired | 21,779.394674 | Single | 0 | 384 | 27,775.639335 | 1,062.652713 | 3 | 107,799.530408 | Retirement | 1 | 185,230 | 4.407079 | 6.5 | Phone | Biannual | 2024-09-26 | 20 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;debt consolidation loan | 2 | 1.275259 | 0.141567 | 4.949384 | 9.988766 | 11.588038 | 5,329 | 604,936,611.416679 | 7,869,365.719764 |
C0525 | 63 | Salaried | 160,908.963374 | Single | 0 | 477 | 235,549.821777 | 7,255.880156 | 3 | 785,054.287043 | Retirement | 6 | 2,185,123 | 2.840669 | 6.1 | Email | Quarterly | 2025-01-16 | 30 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.4 | 1.463861 | 0.213069 | 4.878842 | 11.9886 | 13.573509 | 3,969 | 37,902,077,645.05673 | 49,458,420.083707 |
C0526 | 19 | Student | 1,000 | Divorced | 2 | 350 | 2,606.378959 | 49.927964 | 2 | 0 | Travel | 3 | 13,968 | 5.06965 | 1.8 | Email | Quarterly | 2025-08-18 | 35 | budgeting;savings strategies;business succession | index funds;blue-chip stocks;corporate bonds;high-yield savings;debt consolidation loan | 2 | 2.603775 | -4.995005 | 0 | 6.908755 | 0 | 361 | 2,606,378.959005 | 0 |
C0527 | 37 | Salaried | 43,538.830248 | Married | 2 | 436 | 79,876.189229 | 1,752.146677 | 2 | 75,646.808354 | Home Purchase | 3 | 335,775 | 4.025954 | 3.9 | App | Biannual | 2025-05-09 | 41 | mortgage options;down payment;budgeting;savings strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.1 | 1.834554 | -0.188728 | 1.737416 | 10.681431 | 11.233844 | 1,369 | 3,477,715,843.756623 | 2,798,931.909093 |
C0528 | 44 | Salaried | 108,844.339787 | Single | 2 | 484 | 328,661.354815 | 5,220.025826 | 3 | 150,038.084359 | Business Investment | 10 | 435,385 | 3.174111 | 6.1 | Email | Annual | 2024-12-19 | 55 | tax optimization;estate planning;emergency fund;retirement income | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.9 | 3.019526 | 0.155931 | 1.378452 | 11.597683 | 11.918651 | 1,936 | 35,772,928,178.19285 | 6,601,675.711815 |
C0529 | 37 | Salaried | 128,476.890007 | Married | 2 | 469 | 256,528.266195 | 6,807.783428 | 4 | 142,473.724366 | Business Investment | 5 | 82,424 | 3.451114 | 5.7 | App | Annual | 2025-12-03 | 45 | tax optimization;estate planning;social security;medicare | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 1.996672 | 0.037492 | 1.108936 | 11.763512 | 11.86692 | 1,369 | 32,957,953,839.640102 | 5,271,527.801545 |
C0530 | 51 | Salaried | 118,393.7335 | Widowed | 1 | 478 | 134,674.07135 | 4,636.887606 | 8 | 248,732.862532 | Estate Planning | 7 | 1,853,870 | 3.66203 | 6.4 | In-Person | Quarterly | 2025-04-01 | 39 | tax optimization;estate planning;tax-efficient investing;insurance review;investment allocation | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 1.137501 | 0.484293 | 2.100878 | 11.68178 | 12.424139 | 2,601 | 15,944,566,112.713211 | 12,685,375.989156 |
C0531 | 55 | Salaried | 156,824.369835 | Single | 0 | null | 108,881.523765 | 8,432.58253 | 5 | 464,295.508358 | Wealth Accumulation | 10 | 123,326 | 3.741333 | null | In-Person | Monthly | 2025-02-07 | 49 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.8 | 0.694285 | 0.622682 | 2.960589 | 11.962888 | 13.048279 | 3,025 | 17,075,276,351.158928 | 25,536,252.959699 |
C0532 | 33 | Self-Employed | 231,661.919751 | Married | 1 | 432 | 933,567.176452 | 9,703.387568 | 4 | null | Debt Reduction | 2 | 248,351 | 1.321829 | 4.2 | Phone | Quarterly | 2024-09-12 | 23 | debt payoff strategies;budgeting;savings strategies;charitable giving | treasury bonds;money market;CDs;traditional IRA;tax-efficient funds | null | 4.029852 | 0.019381 | 1.175448 | 12.353039 | 12.514692 | 1,089 | 216,271,964,313.33185 | 8,986,154.325552 |
C0533 | 39 | Salaried | 157,731.680805 | Widowed | 1 | 469 | 245,871.053066 | 5,384.342943 | 5 | 279,235.707274 | Home Purchase | 2 | 1,067,601 | 1.511162 | 6.1 | Phone | Annual | 2024-09-30 | 42 | mortgage options;down payment;budgeting;savings strategies;credit score | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.2 | 1.558783 | 0.158798 | 1.77031 | 11.968657 | 12.539815 | 1,521 | 38,781,654,461.54034 | 10,890,192.583667 |
C0534 | 52 | Salaried | 119,372.935201 | Widowed | 1 | 501 | 121,078.942446 | 4,868.677866 | 6 | 221,452.407473 | Wealth Accumulation | 3 | 205,944 | 3.294748 | 5.8 | Email | Biannual | 2025-11-22 | 48 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3 | 1.014283 | 0.161316 | 1.855115 | 11.690016 | 12.307967 | 2,704 | 14,453,548,750.801352 | 11,515,525.188598 |
C0535 | 66 | Retired | 111,466.655569 | Single | 0 | 425 | 112,376.25038 | 4,063.057873 | 5 | 425,077.515451 | Healthcare | 7 | 299,033 | 4.106212 | 6.4 | In-Person | Biannual | 2024-08-06 | 36 | tax optimization;estate planning;tax strategies;investment allocation;risk management | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 1.008151 | 0.381516 | 3.813461 | 11.62149 | 12.960029 | 4,356 | 12,526,204,795.215748 | 28,055,116.019741 |
C0536 | 25 | Salaried | 67,438.594685 | Divorced | 2 | 445 | 50,785.366398 | 2,675.465198 | 2 | 89,843.512448 | Home Purchase | 10 | 321,594 | 5.587356 | 5.5 | Phone | Annual | 2025-12-23 | 37 | mortgage options;down payment;budgeting;savings strategies;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.5 | 0.75305 | -0.143794 | 1.332207 | 11.118988 | 11.405836 | 625 | 3,424,893,740.489179 | 2,246,087.811209 |
C0537 | 29 | Self-Employed | 65,903.346539 | Single | 0 | 424 | 114,860.849714 | 2,328.543196 | 2 | 9,405.012755 | Wealth Accumulation | 10 | 37,599 | 5.173598 | 4.1 | App | Annual | 2025-05-19 | 51 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.4 | 1.742842 | -0.012209 | 0.142707 | 11.09596 | 9.149104 | 841 | 7,569,714,382.419276 | 272,745.369896 |
C0538 | 59 | Salaried | 54,262.777823 | Single | 0 | 456 | 77,856.660708 | 2,010.213899 | 4 | 174,360.856011 | Wealth Accumulation | 5 | 79,905 | 4.214554 | 6.3 | Phone | Biannual | 2024-11-10 | 42 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 1.434781 | 0.154777 | 3.213209 | 10.901612 | 12.068888 | 3,481 | 4,224,718,682.032595 | 10,287,290.504639 |
C0539 | 53 | Salaried | 106,611.171237 | Married | 1 | 452 | 60,448.489847 | 3,835.112456 | 2 | 185,399.219021 | Retirement | 13 | 2,128,248 | 3.493801 | 7.5 | In-Person | Quarterly | 2024-10-29 | 44 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.5 | 0.566994 | 0.081409 | 1.739006 | 11.576953 | 12.130272 | 2,809 | 6,444,484,302.085259 | 9,826,158.608108 |
C0540 | 27 | Unemployed | 1,000 | Widowed | 0 | 308 | 19,178.271881 | 34.239089 | 3 | 26,913.549263 | Retirement | 33 | 13,656 | 6.058999 | 1.1 | App | Monthly | 2024-12-01 | 49 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;high-yield savings;529 plan | 2.7 | 19.159113 | -4.995005 | 26.886663 | 6.908755 | 10.200422 | 729 | 19,178,271.880731 | 726,665.830112 |
C0541 | 22 | Student | 19,649.768448 | Married | 0 | 394 | 11,150.823521 | 776.242149 | 1 | 42,341.723341 | Education | 4 | 163,358 | 5.920677 | 5.4 | Phone | Monthly | 2025-01-28 | 28 | education savings;529 plans;budgeting;savings strategies;credit score | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.3 | 0.56745 | 0.035712 | 2.154711 | 9.885872 | 10.653552 | 484 | 219,111,100.200136 | 931,517.913508 |
C0542 | 85 | Retired | 41,765.172581 | Married | 1 | 365 | 80,646.193983 | 2,210.909041 | 5 | 397,023.069535 | Retirement | 1 | 506,253 | 4.719374 | 5 | Email | Ad-hoc | 2025-12-07 | 27 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3 | 1.930897 | -0.289776 | 9.505852 | 10.639842 | 12.891752 | 7,225 | 3,368,202,209.742365 | 33,746,960.910485 |
C0543 | 39 | Salaried | 134,665.216712 | Divorced | 0 | 449 | 411,249.851927 | 7,152.387445 | 7 | 207,224.718829 | Education | 7 | 169,527 | 3.409068 | 5.7 | App | Ad-hoc | 2024-07-07 | 45 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.2 | 3.053846 | 0.335594 | 1.538803 | 11.810555 | 12.241564 | 1,521 | 55,381,050,432.42069 | 8,081,764.034317 |
C0544 | 22 | Self-Employed | 144,656.274483 | Married | 0 | 403 | 191,691.716834 | 7,373.390982 | 1 | 19,917.488305 | Travel | 3 | 13,117 | 5.705391 | 6.4 | In-Person | Quarterly | 2025-03-07 | 44 | budgeting;savings strategies;investment allocation;tax strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 1.325144 | 0.254064 | 0.137687 | 11.882123 | 9.899404 | 484 | 27,729,409,606.35984 | 438,184.742712 |
C0545 | 28 | Unemployed | 1,000 | Single | 0 | 312 | 814.829768 | 33.586261 | 3 | 0 | Home Purchase | 2 | 11,201 | 4.40186 | 1 | App | Ad-hoc | 2025-10-07 | 38 | mortgage options;down payment;budgeting;savings strategies;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings;529 plan | 2.1 | 0.814016 | -4.995005 | 0 | 6.908755 | 0 | 784 | 814,829.768322 | 0 |
C0546 | 60 | Self-Employed | 143,555.418978 | Married | 1 | 472 | 193,864.132495 | 4,869.290558 | 5 | 763,550.755688 | Retirement | 8 | 2,728,939 | 5.107654 | 5.6 | App | Quarterly | 2025-09-14 | 55 | 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 | 1.350439 | 0.093618 | 5.31882 | 11.874483 | 13.545736 | 3,600 | 27,830,246,765.119137 | 45,813,045.341259 |
C0547 | 21 | Unemployed | 3,593.288509 | Married | 0 | 344 | 4,646.093815 | 120.551643 | 3 | 54,776.83838 | Education | 7 | 119,291 | 7.060481 | 4.2 | Email | Annual | 2025-05-06 | 32 | education savings;529 plans;budgeting;savings strategies;credit score | growth stocks;sector ETFs;crypto assets;traditional IRA;529 plan | 3.1 | 1.292632 | -0.669593 | 15.239967 | 8.187101 | 10.911041 | 441 | 16,694,755.516562 | 1,150,313.60597 |
C0548 | 60 | Retired | 43,721.818456 | Single | 1 | 401 | 26,524.206838 | 1,791.35585 | 5 | 197,052.451954 | Healthcare | 10 | 287,491 | 4.449864 | 5.3 | App | Annual | 2025-06-06 | 39 | tax optimization;estate planning;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 0.606644 | 0.216953 | 4.506856 | 10.685625 | 12.19123 | 3,600 | 1,159,686,556.057399 | 11,823,147.117223 |
C0549 | 73 | Retired | 64,380.583493 | Single | 0 | 427 | 68,746.086851 | 3,460.802357 | 6 | 291,439.077378 | Estate Planning | 10 | 340,879 | 4.520366 | 6.6 | Email | Quarterly | 2024-10-27 | 29 | tax optimization;estate planning;long-term care;medicare | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.4 | 1.067791 | 0.218643 | 4.526746 | 11.072583 | 12.58259 | 5,329 | 4,425,913,184.357695 | 21,275,052.648613 |
C0550 | 56 | Salaried | 114,441.059253 | Divorced | 0 | 456 | 94,670.044421 | 5,952.93259 | 5 | 389,670.422225 | Wealth Accumulation | 3 | 120,339 | 3.984357 | 6.5 | In-Person | Quarterly | 2025-02-14 | 45 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.6 | 0.827231 | 0.293258 | 3.404958 | 11.647824 | 12.873059 | 3,136 | 10,834,140,163.071774 | 21,821,543.644582 |
C0551 | 19 | Student | 6,377.35915 | Married | 1 | 318 | 5,680.709319 | 245.86514 | 2 | 0 | Education | 4 | 149,592 | 5.944419 | 3.3 | App | Biannual | 2025-11-08 | 39 | education savings;529 plans;budgeting;savings strategies;college funding | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.2 | 0.890622 | -0.096991 | 0 | 8.760666 | 0 | 361 | 36,227,923.55467 | 0 |
C0552 | 62 | Salaried | 229,589.291058 | Married | 1 | 502 | 154,049.325836 | 9,614.983628 | 5 | 1,004,180.550856 | Healthcare | 7 | 121,795 | 4.407077 | 7.1 | Phone | Quarterly | 2024-12-05 | 30 | tax optimization;estate planning;social security;medicare | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3 | 0.670975 | 0.276307 | 4.373794 | 12.344052 | 13.819683 | 3,844 | 35,368,075,506.68725 | 62,259,194.153045 |
C0553 | 24 | Student | 9,188.128247 | Married | 0 | 349 | 0 | 464.082474 | 2 | 210.271643 | Travel | 3 | 17,792 | 5.752346 | 5 | Chat | Quarterly | 2024-08-23 | 25 | budgeting;savings strategies;business succession | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.4 | 0 | 0.346946 | 0.022883 | 9.125776 | 5.353145 | 576 | 0 | 5,046.519425 |
C0554 | 62 | Salaried | 113,457.683373 | Married | 2 | 478 | 161,210.895448 | 5,574.987944 | 4 | 579,950.928497 | Retirement | 1 | 1,121,967 | 4.6316 | 6.8 | Email | Quarterly | 2025-08-09 | 42 | 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 | 1.420878 | -0.002136 | 5.111561 | 11.639194 | 13.2707 | 3,844 | 18,290,614,732.055218 | 35,956,957.566814 |
C0555 | 57 | Salaried | 111,972.410648 | Divorced | 0 | 442 | 83,983.859679 | 4,041.779548 | 4 | 424,679.66152 | Wealth Accumulation | 7 | 135,307 | 3.569593 | 7 | In-Person | Quarterly | 2025-05-04 | 37 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 0.750034 | 0.29911 | 3.792683 | 11.626017 | 12.959093 | 3,249 | 9,403,875,223.7964 | 24,206,740.70666 |
C0556 | 24 | Student | 7,581.492136 | Single | 2 | 352 | 0 | 269.73952 | 2 | 0 | Emergency Fund | 2 | 4,861 | 5.563275 | 3.8 | Email | Quarterly | 2025-01-16 | 40 | budgeting;savings strategies;insurance review;medicare;emergency fund | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.2 | 0 | -0.544743 | 0 | 8.933597 | 0 | 576 | 0 | 0 |
C0557 | 54 | Self-Employed | 322,893.575104 | Married | 0 | 472 | 294,460.388406 | 14,420.699697 | 4 | 1,266,939.409317 | Retirement | 6 | 5,558,580 | 2.558872 | 6.3 | Phone | Monthly | 2024-08-31 | 60 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.8 | 0.91194 | 0.454358 | 3.923694 | 12.685081 | 14.052115 | 2,916 | 95,079,367,538.9996 | 68,414,728.103105 |
C0558 | 34 | Self-Employed | 213,811.767249 | Divorced | 0 | 475 | 254,374.758059 | 7,581.906999 | 3 | 194,647.603547 | Debt Reduction | 2 | 171,987 | 2.176095 | 5.3 | App | Biannual | 2025-01-22 | 43 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.2 | 1.189708 | 0.260283 | 0.910365 | 12.272856 | 12.178951 | 1,156 | 54,388,316,564.1197 | 6,618,018.520594 |
C0559 | 61 | Retired | 132,209.80857 | Married | 1 | 442 | 55,706.514265 | 6,679.401135 | 5 | 687,608.589854 | Retirement | 1 | 1,269,520 | 5.29078 | 6.5 | Email | Annual | 2024-10-21 | 37 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.7 | 0.421346 | 0.08037 | 5.20085 | 11.792153 | 13.440976 | 3,721 | 7,364,947,587.115775 | 41,944,123.981073 |
C0560 | 46 | Salaried | 165,411.062077 | Married | 0 | 499 | 638,428.072952 | 6,386.681658 | 1 | 376,569.87804 | Retirement | 14 | 3,330,540 | 1 | 5.7 | App | Annual | 2025-12-24 | 50 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.1 | 3.859622 | 0.113408 | 2.276556 | 12.016195 | 12.838862 | 2,116 | 105,603,065,606.58284 | 17,322,214.389827 |
C0561 | 23 | Self-Employed | 169,175.099428 | Married | 1 | 435 | 171,462.726328 | 6,302.934682 | 1 | 33,097.762858 | Home Purchase | 5 | 1,088,175 | 5.865367 | 5 | App | Monthly | 2025-08-25 | 49 | mortgage options;down payment;budgeting;savings strategies;charitable giving | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.7 | 1.013516 | 0.367139 | 0.195641 | 12.038695 | 10.407251 | 529 | 29,007,223,774.63847 | 761,248.545737 |
C0562 | 53 | Salaried | 226,499.603195 | Divorced | 0 | null | 306,765.015615 | 8,426.122566 | 1 | 720,781.480168 | Retirement | 13 | 5,790,487 | 2.516304 | null | Email | Annual | 2024-07-31 | 49 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA;529 plan | 3 | 1.354367 | 0.601745 | 3.18225 | 12.330503 | 13.488093 | 2,809 | 69,482,154,310.8897 | 38,201,418.448917 |
C0563 | 38 | Salaried | 161,437.498814 | Divorced | 0 | 489 | 398,167.633514 | 5,533.3763 | 2 | 195,921.238623 | Retirement | 22 | 4,277,778 | 1.39301 | 6.7 | Email | Monthly | 2025-10-05 | 49 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.9 | 2.466373 | 0.386609 | 1.213597 | 11.99188 | 12.185473 | 1,444 | 64,279,186,863.05027 | 7,445,007.067666 |
C0564 | 20 | Student | 13,984.905871 | Married | 1 | 357 | 19,005.810944 | 653.163519 | 2 | 22,120.521003 | Education | 2 | 145,186 | 5.848068 | 3.7 | Chat | Biannual | 2025-10-10 | 46 | education savings;529 plans;budgeting;savings strategies;business succession | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.1 | 1.358926 | -0.36945 | 1.581629 | 9.545805 | 10.004306 | 400 | 265,794,477.055535 | 442,410.420052 |
C0565 | 56 | Unemployed | null | Divorced | 1 | 385 | 26,252.691244 | null | 3 | 2,379.289057 | Healthcare | 7 | 146,024 | 3.170897 | 6.1 | Chat | Biannual | 2025-06-07 | 28 | budgeting;savings strategies;insurance review;business succession | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.3 | 3.629142 | 0.170429 | 0.32891 | null | 7.774977 | 3,136 | null | 133,240.187167 |
C0566 | 34 | Salaried | 97,578.698508 | Single | 0 | 452 | 277,063.582543 | 3,726.973621 | 3 | 91,974.841908 | Retirement | 33 | 4,716,214 | 3.924496 | 5.2 | Chat | Quarterly | 2025-09-29 | 31 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 2.839357 | 0.214539 | 0.942561 | 11.488425 | 11.429281 | 1,156 | 27,035,503,788.47089 | 3,127,144.624886 |
C0567 | 34 | Unemployed | 1,000 | Married | 1 | 360 | 25,590.318354 | 48.985542 | 4 | 31,652.760654 | Wealth Accumulation | 15 | 1,670 | 4.491225 | 1 | Email | Biannual | 2025-09-21 | 42 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings;529 plan | 2.1 | 25.564754 | -4.995005 | 31.62114 | 6.908755 | 10.362612 | 1,156 | 25,590,318.354374 | 1,076,193.862234 |
C0568 | 49 | Salaried | 180,855.654756 | Married | 1 | 514 | 308,223.065655 | 6,245.101202 | 3 | 391,959.464378 | Wealth Accumulation | 15 | 149,534 | 1.235058 | 6 | Email | Annual | 2024-11-04 | 40 | investment strategies;budgeting;savings strategies;business succession | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.9 | 1.70424 | 0.256466 | 2.167238 | 12.10546 | 12.878916 | 2,401 | 55,743,884,350.02029 | 19,206,013.754524 |
C0569 | 54 | Self-Employed | 46,312.832316 | Married | 0 | 460 | 61,844.750054 | 1,739.379836 | 3 | 139,427.960857 | Wealth Accumulation | 10 | 56,299 | 3.272919 | 4.8 | Email | Annual | 2025-06-11 | 34 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.5 | 1.335341 | -0.161316 | 3.010504 | 10.743196 | 11.845311 | 2,916 | 2,864,205,538.854718 | 7,529,109.886296 |
C0570 | 27 | Self-Employed | 161,712.946064 | Married | 1 | 416 | 356,614.185174 | 5,893.589644 | 1 | 75,073.693537 | Retirement | 37 | 6,184,848 | 3.421792 | 4.4 | App | Monthly | 2025-04-18 | 43 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 2.205216 | 0.291112 | 0.464238 | 11.993584 | 11.226239 | 729 | 57,669,130,492.70873 | 2,026,989.725505 |
C0571 | 81 | Retired | 15,577.673517 | Single | 0 | null | 0 | 520.829458 | 4 | 160,415.347233 | Retirement | 1 | 137,986 | 5.104634 | null | App | Biannual | 2025-03-30 | 27 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.4 | 0 | -0.116976 | 10.297112 | 9.653658 | 11.985528 | 6,561 | 0 | 12,993,643.1259 |
C0572 | 44 | Self-Employed | 240,390.749249 | Married | 2 | 475 | 316,268.333427 | 10,714.126291 | 1 | 420,496.73995 | Retirement | 17 | 5,599,982 | 1.309693 | 7 | App | Annual | 2025-05-25 | 39 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.4 | 1.315637 | 0.003672 | 1.749215 | 12.390025 | 12.949194 | 1,936 | 76,027,981,636.2833 | 18,501,856.557783 |
C0573 | 62 | Retired | 62,166.709495 | Divorced | 0 | 420 | 10,060.177957 | 2,318.344242 | 5 | 261,329.401082 | Retirement | 1 | 598,891 | 3.453016 | 6.2 | Email | Quarterly | 2024-10-16 | 30 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.5 | 0.161823 | -0.038111 | 4.20362 | 11.037591 | 12.473541 | 3,844 | 625,408,160.540616 | 16,202,422.867108 |
C0574 | 26 | Salaried | 61,635.597885 | Single | 1 | 424 | 114,447.834649 | 2,867.21932 | 2 | 13,217.646231 | Retirement | 41 | 2,848,724 | 5.36227 | 4.6 | App | Annual | 2025-03-09 | 46 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.5 | 1.856816 | 0.209155 | 0.214445 | 11.029011 | 9.489384 | 676 | 7,054,060,715.190197 | 343,658.802012 |
C0575 | 48 | Unemployed | 8,138.622325 | Widowed | 0 | 405 | 7,382.358988 | 356.36646 | 3 | 0 | Home Purchase | 5 | 20,259 | 2.608273 | 6.3 | Phone | Quarterly | 2024-07-06 | 31 | mortgage options;down payment;budgeting;savings strategies;emergency fund | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.2 | 0.906966 | 0.262742 | 0 | 9.004499 | 0 | 2,304 | 60,082,231.669981 | 0 |
C0576 | 42 | Self-Employed | 241,010.458764 | Married | 2 | 471 | 922,016.639467 | 11,387.131873 | 2 | 389,977.535272 | Business Investment | 3 | 289,602 | 1.543203 | 4.3 | Email | Quarterly | 2025-10-14 | 50 | budgeting;savings strategies;retirement income | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.3 | 3.825613 | 0.271068 | 1.618087 | 12.3926 | 12.873847 | 1,764 | 222,215,653,266.0538 | 16,379,056.481409 |
C0577 | 79 | Retired | 71,795.458232 | Married | 2 | 423 | 37,194.635842 | 3,861.345723 | 4 | 584,783.423792 | Emergency Fund | 1 | 54,454 | 5.64253 | 6.9 | Phone | Quarterly | 2024-11-14 | 36 | tax optimization;estate planning;tax strategies;business succession;medicare | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.6 | 0.518057 | 0.164959 | 8.145018 | 11.18159 | 13.278999 | 6,241 | 2,670,405,924.049439 | 46,197,890.479553 |
C0578 | 44 | Self-Employed | 303,585.460776 | Married | 2 | 456 | 541,235.460573 | 11,510.152129 | 1 | 687,881.486298 | Wealth Accumulation | 10 | 135,057 | 1.902211 | 6.1 | App | Quarterly | 2024-09-21 | 44 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.1 | 1.782805 | 0.24771 | 2.26585 | 12.623422 | 13.441373 | 1,936 | 164,311,216,686.25342 | 30,266,785.397117 |
C0579 | 25 | Student | 14,736.655017 | Married | 1 | 398 | 37,682.47246 | 695.655204 | 2 | 0 | Debt Reduction | 2 | 10,345 | 5.388178 | 3.4 | Email | Biannual | 2025-03-04 | 40 | debt payoff strategies;budgeting;savings strategies;risk management;insurance review | index funds;blue-chip stocks;corporate bonds;traditional IRA;debt consolidation loan | 2 | 2.556884 | -0.97623 | 0 | 9.598161 | 0 | 625 | 555,313,596.831034 | 0 |
C0580 | 83 | Retired | 59,531.016173 | Married | 1 | 367 | 66,750.783761 | 3,018.236004 | 5 | 407,579.055912 | Estate Planning | 5 | 770,737 | 4.262941 | 7.3 | In-Person | Quarterly | 2025-03-13 | 37 | budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 2.8 | 1.121259 | -0.01715 | 6.846384 | 10.99427 | 12.917993 | 6,889 | 3,973,741,987.602357 | 33,829,061.640679 |
C0581 | 67 | Retired | 100,532.98563 | Divorced | 0 | 443 | 109,155.651569 | 5,356.284852 | 4 | 541,315.710608 | Travel | 1 | 29,215 | 5.902841 | 6.7 | Email | Ad-hoc | 2025-02-15 | 24 | tax optimization;estate planning;tax strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.2 | 1.085759 | 0.579237 | 5.384405 | 11.518251 | 13.20176 | 4,489 | 10,973,743,550.658304 | 36,268,152.610721 |
C0582 | 54 | Salaried | 136,323.848344 | Single | 2 | 508 | 179,146.729896 | 6,311.607687 | 6 | 408,282.413881 | Retirement | 6 | 1,937,671 | 3.666851 | 7.1 | In-Person | Biannual | 2025-12-10 | 41 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA;529 plan | 3.2 | 1.314116 | 0.108035 | 2.994923 | 11.822796 | 12.919717 | 2,916 | 24,421,971,637.784603 | 22,047,250.349591 |
C0583 | 34 | Salaried | 189,661.127464 | Married | 2 | 456 | 337,069.32817 | 6,838.998581 | 4 | 185,834.537728 | Retirement | 31 | 8,038,697 | 2.218066 | 6 | Email | Annual | 2025-12-23 | 28 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3 | 1.777209 | 0.269285 | 0.979819 | 12.152999 | 12.132617 | 1,156 | 63,928,948,814.34325 | 6,318,374.282752 |
C0584 | 63 | Salaried | 280,752.771431 | Divorced | 0 | 484 | 254,659.909198 | 9,673.382981 | 5 | 1,302,503.196923 | Wealth Accumulation | 10 | 115,480 | 2.659921 | 8.7 | Phone | Quarterly | 2025-12-12 | 42 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA;529 plan | 3.4 | 0.907058 | 0.480552 | 4.639308 | 12.545233 | 14.079799 | 3,969 | 71,496,475,279.89545 | 82,057,701.406169 |
C0585 | 73 | Retired | 81,882.46502 | Single | 0 | 403 | 88,399.013103 | 3,204.5268 | 5 | 696,729.745575 | Healthcare | 10 | 233,221 | 5.694948 | 6.5 | Phone | Quarterly | 2025-05-24 | 44 | budgeting;savings strategies;risk management;credit score;retirement income | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.6 | 1.079571 | 0.431961 | 8.508797 | 11.313052 | 13.454154 | 5,329 | 7,238,329,098.21209 | 50,861,271.42695 |
C0586 | 49 | Salaried | 51,199.882345 | Widowed | 0 | 447 | 142,150.233116 | 2,696.694926 | 4 | 106,412.881738 | Business Investment | 5 | 169,729 | 3.155895 | 6 | Email | Quarterly | 2025-05-31 | 41 | budgeting;savings strategies;retirement income | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.5 | 2.776324 | 0.101402 | 2.078341 | 10.843512 | 11.575091 | 2,401 | 7,278,075,210.896107 | 5,214,231.205177 |
C0587 | 65 | Salaried | 180,324.556402 | Single | 0 | 464 | 97,540.45616 | 8,027.94342 | 5 | 659,489.493324 | Retirement | 1 | 2,118,515 | 4.328053 | 6.3 | Email | Quarterly | 2025-07-14 | 52 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3 | 0.540913 | 0.295535 | 3.657216 | 12.102519 | 13.399223 | 4,225 | 17,588,939,488.358086 | 42,866,817.066089 |
C0588 | 33 | Salaried | 72,799.622522 | Married | 0 | 419 | 288,573.526596 | 3,305.262929 | 2 | 0 | Emergency Fund | 1 | 42,787 | 3.672803 | 4.1 | App | Quarterly | 2025-10-21 | 38 | tax optimization;estate planning;credit score;charitable giving;retirement income | index funds;blue-chip stocks;corporate bonds;traditional IRA;debt consolidation loan | 1.6 | 3.963888 | 0.498067 | 0 | 11.19548 | 0 | 1,089 | 21,008,043,806.065643 | 0 |
C0589 | 33 | Salaried | 126,240.343266 | Divorced | 2 | 428 | 317,535.128018 | 5,813.900459 | 2 | 126,145.636851 | Emergency Fund | 2 | 72,544 | 3.806889 | 6.5 | In-Person | Monthly | 2024-10-16 | 35 | tax optimization;estate planning;tax-efficient investing;credit score;business succession | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.3 | 2.515302 | 0.234601 | 0.999242 | 11.745951 | 11.7452 | 1,089 | 40,085,743,560.049576 | 4,162,806.016085 |
C0590 | 51 | Salaried | null | Married | 2 | 520 | 277,076.775342 | null | 5 | 1,869,172.397982 | Wealth Accumulation | 15 | 392,477 | 2.281629 | 6.8 | In-Person | Biannual | 2024-09-19 | 41 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;traditional IRA;529 plan | 3.8 | 1.153412 | -0.147235 | 1.945242 | null | 13.054714 | 2,601 | null | 23,831,948.07427 |
C0591 | 37 | Self-Employed | 136,724.264949 | Married | 3 | 466 | 406,935.497529 | 5,074.723007 | 3 | 192,338.568866 | Business Investment | 7 | 137,908 | 4.905876 | 5.7 | Email | Annual | 2025-11-26 | 38 | tax optimization;estate planning;emergency fund;credit score;retirement income | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.3 | 2.976301 | 0.107049 | 1.406752 | 11.825729 | 12.167018 | 1,369 | 55,637,956,781.31721 | 7,116,527.048054 |
C0592 | 33 | Salaried | 77,800.370213 | Married | 1 | 444 | 299,112.688964 | 4,140.019778 | 5 | 59,255.20734 | Wealth Accumulation | 20 | 84,919 | 3.360321 | 4.9 | Email | Biannual | 2024-10-12 | 30 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.3 | 3.844568 | -0.051151 | 0.761622 | 11.261914 | 10.989626 | 1,089 | 23,271,077,936.781067 | 1,955,421.842222 |
C0593 | 24 | Salaried | 146,209.919303 | Divorced | 2 | 437 | 185,759.068159 | 7,174.597114 | 4 | 17,591.447158 | Education | 3 | 117,925 | 5.629896 | 5.5 | Email | Monthly | 2024-09-04 | 47 | education savings;529 plans;budgeting;savings strategies;investment allocation | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 1.270487 | 0.143067 | 0.120316 | 11.892806 | 9.775225 | 576 | 27,159,818,365.273323 | 422,194.731785 |
C0594 | 80 | Retired | 65,594.648421 | Single | 0 | 378 | 104,553.334354 | 2,884.86647 | 3 | 386,907.338787 | Healthcare | 20 | 285,456 | 4.24648 | 6.8 | In-Person | Biannual | 2024-10-06 | 33 | budgeting;savings strategies;risk management;medicare | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.8 | 1.593907 | 0.153892 | 5.898369 | 11.091265 | 12.865943 | 6,400 | 6,858,139,208.186277 | 30,952,587.102955 |
C0595 | 22 | Salaried | 46,856.159777 | Married | 0 | 384 | 57,771.754125 | 1,929.600276 | 1 | 34,765.313633 | Home Purchase | 10 | 215,481 | 5.812983 | 5.4 | Phone | Monthly | 2024-10-29 | 41 | mortgage options;down payment;budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.4 | 1.232933 | 0.129503 | 0.741942 | 10.754859 | 10.456404 | 484 | 2,706,962,541.88289 | 764,836.899917 |
C0596 | 24 | Salaried | null | Single | 0 | 428 | 187,235.128296 | null | 1 | 0 | Travel | 1 | 18,403 | 5.548723 | 4.6 | Email | Monthly | 2025-05-08 | 54 | tax optimization;estate planning;credit score | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 2.5 | 1.669537 | 0.286184 | 0 | null | 0 | 576 | null | 0 |
C0597 | 23 | Self-Employed | 83,803.500259 | Married | 1 | 390 | 72,450.589082 | 2,852.226286 | 2 | 30,019.963266 | Education | 10 | 155,510 | 5.543118 | 5 | In-Person | Quarterly | 2024-07-05 | 50 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3.2 | 0.864519 | 0.14285 | 0.358214 | 11.336242 | 10.309651 | 529 | 6,071,612,960.926754 | 690,459.155119 |
C0598 | 51 | Unemployed | 1,000 | Divorced | 1 | 375 | 11,802.424374 | 38.489448 | 4 | 0 | Wealth Accumulation | 5 | 956 | 1.736942 | 3.6 | In-Person | Biannual | 2024-11-25 | 33 | investment strategies;budgeting;savings strategies;tax strategies | treasury bonds;money market;CDs;traditional IRA;debt consolidation loan | 1.8 | 11.790634 | -4.995005 | 0 | 6.908755 | 0 | 2,601 | 11,802,424.373817 | 0 |
C0599 | 57 | Salaried | 205,088.82696 | Married | 1 | 478 | 211,937.500415 | 7,907.481745 | 5 | 755,189.859799 | Estate Planning | 7 | 596,017 | 2.92792 | 5.9 | App | Annual | 2024-07-11 | 37 | budgeting;savings strategies;charitable giving;risk management;insurance review | treasury bonds;money market;CDs;traditional IRA;529 plan | 2.7 | 1.033389 | 0.124613 | 3.682239 | 12.231203 | 13.534726 | 3,249 | 43,466,013,348.96489 | 43,045,822.008553 |
C0600 | 75 | Retired | 63,183.201972 | Married | 2 | 402 | 74,778.480727 | 2,692.324877 | 5 | 323,708.850042 | Healthcare | 15 | 84,214 | 4.606918 | 7 | In-Person | Quarterly | 2024-07-06 | 38 | budgeting;savings strategies;insurance review;business succession;emergency fund | index funds;blue-chip stocks;corporate bonds;traditional IRA;529 plan | 3 | 1.1835 | -0.061294 | 5.123256 | 11.05381 | 12.687603 | 5,625 | 4,724,743,850.933446 | 24,278,163.753139 |
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