This review is for our experience with Athlon, and not for Mr. Schipske personally. However, this page does link to Athlon Advisors.
We were looking for quotes from potential financial planners/advisors. The plus side about Athlon is that they were very professional in our initial (and only) meeting. They walked through everything very transparently, and they clearly have a lot to offer that shows they will be very thorough in their work.
However, their commission percentage was easily the highest we were quoted. When they wrote me after our meeting, I did let them know that it was the highest fee we were quoted, and that by my calculations (which could have been wrong), relative to a passive investment like an index fund, they'd have to do very well to be worth that level of commission. They did not disagree...or agree. They didn't reply at all.
I did get a follow-up and I shared my feedback. Never heard further. read more