Countryside Financial LLC
SEC RegisteredJust Breathe Financial Peace of Mind
About the firm
Countryside Financial is a private wealth management firm led by a CERTIFIED FINANCIAL PLANNER® professional who acts as a fiduciary in the best interest of her clients. The firm offers clients the education, guidance, and strategies they need to achieve their vision of financial success. It engages with a limited number of new clients annually to ensure it can continue to meet the needs of all clients it serves.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Education, guidance, and strategies to help clients achieve their vision of financial success, provided through a private wealth management approach.
Who they serve
Individuals seeking financial guidance through all seasons of life, including those planning for retirement, managing debt, budgeting, and saving.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $750,000 | 1.15% |
| $750,001 - $2,000,000 | 0.75% |
| $2,000,001 - $5,000,000 | 0.60% |
| $5,000,001 - $10,000,000 | 0.50% |
| > $10,000,000 | 0.00% |
Data as of August 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Countryside Financial LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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