Advisor at Checkpoint Financial Planning
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Firm
Checkpoint Financial Planning
Location
Highland Park, IL
Credentials
CFA®
Industry experience
2 years
Brian Rhoads is a CFA® charterholder and the principal of Checkpoint Financial Planning in Highland Park, IL, with two years of experience in financial advising. He previously worked for 18 years at Quantitative Risk Management. Checkpoint Financial Planning provides fee-only, advice-only financial planning to individuals, high-net-worth clients, and businesses through project-based engagements, focusing on areas such as retirement strategies, estate planning, and business planning. The firm emphasizes risk-aware, tax-conscious planning and delivers written reports following video consultations, without managing client assets or charging fees based on assets under management.
Based on Checkpoint Financial Planning
Fixed fee of $2,450 for Financial Review service
$350 per hour, measured in 15-minute increments for Financial Plan and Financial Update services
Minimum fee: $2,450 fixed fee for Financial Review service Fee-only: Fixed fee of $2,450 for Financial Review; hourly fee of $350/hour for Financial Plan and Financial Update services
Highland Park, IL
California · Illinois · Louisiana · Texas
Checkpoint Financial Planning, LLC
2023 - Present (3 years)
Quantitative Risk Management
2006 - 2024 (18 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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