Pie Charts LLC

Specialties

Pie Charts Financial is a Registered Investment Advisor firm specializing in personal financial planning and low-​cost investing through index-​funds, ETFs, and individual bonds and CDs.

We charge a flat annual fee vs. charging a percent of assets.

We tell you what to buy, how much, and why. You decide where you want to custody (hold your account), and when to implement each piece of the strategy.

All plans include annual reviews along with phone/​email support throughout the year to handle any «ad-​hoc» financial planning questions that may arise.

We operate as an independent, fee-​only, firm that receives no compensation from other products or service providers.

History

Established in 2013.

Pie Charts Financial was founded out of frustration with the commission and sales culture of the brokerage industry. Fees on advisory-​investment accounts are estimated to be 2% (internal operating expenses included).

This means a considerable portion of investment earnings are going towards the cost of investing.

We thought we could do better!

That’s why we charge a flat annual-​fee in exchange for ongoing financial-​planning advice with annual portfolio-​investment reviews.

Meet the Business Owner

Gail G.

Business Owner

Gail Gill founded Pie Charts Financial. She is a Certified Financial Planner with a proven passion for helping 1000’s of clients since 1996 in the financial services industry.

Gail graduated with Distinction from Indiana University, Kelley School of Business, with a BS in Finance and minor in Economics. She completed the University of Texas CFP® program.

Prior to founding Pie Charts Financial, she worked at Charles Schwab and Co. for 16-​years.

Member of the Financial Planning Association.