Advisor at Bondurant Investment Advisory, LLC
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.
Firm
Bondurant Investment Advisory, LLC
Location
Evanston, IL 60201
Credentials
CFP®, Series 65
Industry experience
5 years
Justin Koress is a CFP® with five years of industry experience, currently serving at Bondurant Investment Advisory, LLC. His prior roles include positions at Bondurant Investment Management, LLC, Strategic Wealth Partners, and the University of Iowa. Bondurant Investment Advisory provides discretionary investment management, financial planning, pension consulting, and private fund-related services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios using quantitative methods and third-party software, and incorporates derivatives strategies for hedging and income generation.
Based on Bondurant Investment Advisory, LLC
Fixed fee for standalone financial planning services typically ranges from $2,000 to $20,000, negotiable.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
Account minimum: $1,000,000 Fee-only: Fixed fees for financial planning typically range from $2,000 to $20,000, negotiated based on complexity; Pension consulting fee is 1% of plan assets; Fees are negotiable.
805 Greenwood St Suite #1
Evanston, IL 60201
Illinois
Bondurant Investment Management, LLC
2020 - Present (6 years)
UNEMPLOYED
2020 - 2020 (1 year)
Strategic Wealth Partners
2019 - 2019 (1 year)
UNIVERSITY OF IOWA
2016 - 2020 (4 years)
Lake Shore Country Club
2015 - 2019 (4 years)
New Trier High School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 65
Winnetka, IL
White Brook Capital
Series 63, Series 65
Chicago, IL
SRC Capital Management
Series 63, Series 65
Glenview, IL
Echo Prudent Capital LLC
CFP®, Series 63, Series 65
Chicago, IL
Genfi LLC
Series 65
Chicago, IL
Bright Lantern Financial LLC
CFA®, Series 66
Lincolnshire, IL
SVN Capital, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")