Michael Fry
Advisor at RWC for Life
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.
Firm
RWC for Life
Location
Naperville, IL 60563
Credentials
Series 63, Series 65
Industry experience
22 years
About
Michael Fry is a financial advisor at RWC for Life with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Simplicity Wealth, LLC and Ausdal Financial Partners. Fry is also the owner and president of Steward Financial Services, Inc., where he provides insurance, education, and consulting services. Additionally, he develops financial education materials through his venture, Dashing Upward. RWC for Life offers comprehensive financial planning, consulting, and investment management services to individuals, high-net-worth clients, and corporate entities. The firm manages discretionary portfolios and provides tailored financial plans and consulting engagements, utilizing both custom and model portfolios.
Client services
Based on RWC for Life
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on RWC for Life
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Fee options
$500 to $10,000 for comprehensive financial planning services, fixed fee
0.10% to 2.00% annually (negotiable)
$250 per hour for consulting services
Location
2020 Calamos Court, Suite 200
Naperville, IL 60563
Most active in
Michael F has reported serving >5 clients in these states in the last 12 months.
Florida · Illinois · Texas
Work history
RETIRE WITH CONFIDENCE FOR LIFE dba RWC FOR LIFE
2022 - Present (4 years)
Simplicity Wealth, LLC
2019 - 2022 (3 years)
Ausdal Financial Partners
2006 - 2016 (10 years)
Steward Financial Services, Inc.
1993 - Present (33 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
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