AIS Planning
46yrs
Top advisor by experience in St. Cloud
8yrs
Tami Mayers
Financial advisor at AIS Planning
Tami Mayers is a fiduciary financial advisor in St. Cloud, Minnesota, with 8 years in the industry. Tami joined AIS Planning in 2022, a firm offering financial planning, investment management, and retirement plan consulting. AIS Planning reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 190 advisors with offices in St. Cloud, and one of 167 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office622 Roosevelt Road Suite 160, St. Cloud, MN 56301
FirmAIS Planning
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$995,279
Advisors at the firm10
States licensed ?1 state
Services through AIS Planning
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowAIS PlanningCurrent firm
Contact Tami
(320) 252-6552AIS Planning main office 622 Roosevelt Road Suite 160St. Cloud, MN 56301Office · Get directions Facebook pageAIS Planning
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Questions to ask Tami
Tailored to Tami’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Tami
How do I contact Tami?
Call AIS Planning at (320) 252-6552 and ask for Tami Mayers. Tami works from the St. Cloud, MN office.
How long has Tami been a financial advisor?
Tami has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Tami hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Tami a fiduciary?
Tami is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tami paid?
AIS Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Tami for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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