Ilirjan Shkurti
Advisor at Whistle Stop Financial Advice
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 Whistle Stop Financial Advice
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
Birmingham, MI
Credentials
CFA®, Series 66
Industry experience
11 years
Ilirjan Shkurti is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He currently leads Whistle Stop Financial Advice and has prior experience at Ameriprise and Hantz Financial Services. In addition to his advisory role, he works as a Physician Financial Counselor at Henry Ford Health. Whistle Stop Financial Advice offers hourly-based financial planning and discretionary portfolio management focused on passive, low-cost index funds and ETFs across multiple asset classes. The firm employs a risk-profile driven, rebalancing investment approach and separates planning fees from investment management services.
Based on Whistle Stop Financial Advice
Under $500,000 - $499,999: 0.25% $500,000 - $1,499,999: 0.19% $1,500,000 - $2,999,999: 0.15% $3,000,000 - $4,999,999: 0.12% $5,000,000+: 0.10%
Tiered hourly rates for financial planning: $500/hr for first hour, $450/hr for 2-3 hours, $400/hr for 4-6 hours, $350/hr for 7-10 hours, $300/hr over 10 hours
Fee-only: Comprehensive Hourly Financial Planning billed at tiered hourly rates from $500 to $300 per hour
Birmingham, MI
Michigan
Whistle Stop Financial Advice
2024 - Present (2 years)
Henry Ford Health
2024 - Present (2 years)
Ameriprise
2019 - 2024 (5 years)
Hantz financial services
2013 - 2019 (6 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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