Advisor at DHJJ Financial Advisors
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Firm
DHJJ Financial Advisors
Location
Naperville, IL 60563
Credentials
CFP®
Industry experience
< 1 year
Katelyn Wright is a CFP® professional with four years of experience at DHJJ Financial Advisors. Prior to joining DHJJ, she worked six years with CUSD 200 and three years at Aurora University. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million across a team of eight advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services, and offers access to tax and accounting services through an affiliated CPA firm.
Based on DHJJ Financial Advisors
$0 - $250,000: 1.75% $250,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.65% $10,000,000+: 0.50%
$150 to $495 per hour for financial planning depending on complexity and advisor experience; $200 to $400 per hour for additional retirement plan services
Account minimum: $250,000 Minimum fee: $5,000 annual minimum fee for 401(k) Plan clients Fee-only: Investment advisory fees and hourly financial planning fees; no commissions
184 Shuman Boulevard, Suite 200
Naperville, IL 60563
Illinois · Texas
DHJJ Financial Advisors
2022 - Present (4 years)
CUSD 200
2016 - 2022 (6 years)
Aurora University
2013 - 2016 (3 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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