Linda Grizely
Advisor at Nectarine
Updated today
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.
About
Linda Grizely is a CFP® and Series 66-registered financial advisor with four years of industry experience. She is currently with Nectarine and also owns Linda Grizely Ventures, LLC, a public speaking and writing business. Her prior experience includes roles at firms such as CETERA Advisor Networks LLC and Sageview Advisory Group. Additionally, she manages Mindset & Money, LLC, which focuses on mindset coaching. Nectarine serves individual clients, including both non-high-net-worth and high-net-worth households, offering consultative financial planning through a selection of advisory personnel via its website. The firm emphasizes long-term asset allocation using low-cost, index-based ETFs and mutual funds, and structures engagements as hourly, fixed, or recurring flat-fee planning arrangements without managing client investment portfolios or accepting custody of client assets.
Expertise
Based on Nectarine
General retirement planning
Income planning
Life insurance needs analysis
Cash flow / budgeting
Fee options
Plan Services flat fee generally less than $10,000; Ongoing Financial Planning Services flat fee generally ranges from $100 to $3,000 per quarter
Generally less than $500 per one hour session
Ongoing Financial Planning Services charged quarterly in advance, flat fee generally ranges from $100 to $3,000 per quarter
Fee-only: Hourly rate generally less than $500 per one hour session; Flat fee generally less than $10,000 for an 8-week Plan Services engagement; Flat fee generally ranges from $100 to $3,000 per quarter for Ongoing Financial Planning Services
Location
Cary, IL
Most active in
Linda G has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Work history
Nectarine
2026 - Present (1 year)
Harmony Financial Planning, LLC
2025 - Present (1 year)
CETERA Advisor Networks LLC
2024 - 2025 (1 year)
Sageview Advisory Group
2024 - 2025 (1 year)
Linda Grizely Ventures, LLC
2024 - Present (2 years)
Pinhold, LLC
2024 - 2025 (1 year)
Mindset and Money, LLC
2023 - Present (3 years)
Visions Financial Planning, LLC
2023 - 2024 (1 year)
FIDELITY INVESTMENTs
2022 - 2023 (1 year)
Equity Services Inc
2020 - 2022 (2 years)
Intersport, Inc.
2019 - 2019 (1 year)
Weyers McKeever Financial Partners
2018 - 2022 (4 years)
National Life Group
2018 - 2022 (4 years)
City of McHenry - Parks and Recreation
2016 - 2016 (1 year)
The Art of Tenacity, LLC
2015 - 2020 (5 years)
Wauconda Area Chamber of Commerce
2015 - 2016 (1 year)
Centegra Health Bridge Fitness Center
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
David M
CFA®
Barrington, IL
Maple Street Capital Advisors, LLC
Alka O
Series 63, Series 65
Rolling Meadows, IL
Leading Edge Wealth Management, LLC
Gary B
Series 65
Arlington Heights, IL
Carlisle Financial Management, LLC
Robert S
CFP®, Series 63, Series 66
Arlington Heights, IL
RB Salzman Wealth Management, LLC
Daniel S
Series 63, Series 65
Arlington Heights, IL
Directional Asset Management, LLC
David G
CFP®
Barrington, IL
Retirement Matters, Inc.
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