Donovan Sanchez
Advisor at Model Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Model Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wheaton, IL
Credentials
CFP®, Series 63, Series 65
Industry experience
9 years
Donovan Sanchez is a CFP® professional with nine years of industry experience, currently serving as an advisor at Model Wealth. He has held previous roles at Skyview Financial Planning and Northwestern Mutual entities. Sanchez is also a full-time financial planning instructor at the University of Illinois Urbana-Champaign. Model Wealth is a fee-only advisory firm that serves individuals, families, estates, trusts, high-net-worth clients, and small businesses. The firm emphasizes passive, cost- and tax-efficient investment strategies and offers flexible financial planning and wealth management services through a fully virtual platform.
Based on Model Wealth
Fixed/project-based fees for financial planning engagements, amount based on estimate of time involved
$400 per hour
Minimum fee: Flat annual fee ranges from $1,000 to $50,000; most clients pay between $7,900 and $12,000 per year Fee-only: Flat annual fee for wealth management; hourly fee of $400/hour for financial planning; fixed/project-based fees also available
Wheaton, IL
Illinois
Model Wealth, Inc.
2023 - Present (3 years)
University of Illinois Urbana-Champaign
2021 - Present (5 years)
Skyview Financial Planning, LLC
2018 - 2023 (5 years)
Savant Capital Management
2018 - 2018 (1 year)
Northwestern Mutual Wealth Management Company
2017 - 2017 (1 year)
Northwestern Mutual Investment Services LLC
2016 - 2017 (1 year)
Northwestern Mutual Life Insurance Company
2016 - 2017 (1 year)
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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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